Simplifying investment decisions

The first client-centric rating placing the end-investor at the heart of the investing experience

We help financial intermediaries reimagine the investing experience

How do we place the investor at the heart of the investing experience?
With client-centric solution supported by applied financial science and wealth management expertise.

Personalized Investment

Behavioral finance
Turn cumbersome profiling process into valuable 1st step of the investing experience

Assessment

Portfolio management
Evaluate sustainable performance based on past & predictive analysis of funds’ outperformance and failure probabilities

Confidence

Sustainable finance
Enable purpose investing by reconciling investors and products ESG related information

The future of client-advisor relationships will be about collaboration, purpose and the overall investing experience

Value Proposition For Financial Intermediaries

Value proposition for

financial intermediaries

Encourage your client’s investments

  • Improve end-investors’ confidence and engagement
  • Differentiate through client-centricity​ and account aggregation
  • Increase sales efficiency and cross-sell investment advisory
  • Foster the client-advisor collaboration
    Improve customer loyalty and engagement
  • Attract new clients
Value Proposition For Your Wealth Management Clients

Value proposition for

your wealth management clients

Comfort their financial well-being and alignment with their personal values

  • Remove the noise (personalized and rational insight)​
  • Simplify the investment product selection​
  • Easy to understand​
  • Improve their financial literacy

SOPIAD has been recognised as one of the world’s most innovative WealthTech companies for 2022

SOPIAD is delighted to have been included in the WealthTech100 for 2022 and to be recognized as one of the world’s most innovative WealthTech companies that every leader in the wealth and asset management industries needs to know about in 2022

The prestigious ranking recognizes the world’s most innovative technology solution providers that address the digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors.

READ MORE

Sopiad Wealthtech100 Award