Simplifying investment decisions

How can we help you ?

wanting to enhance my client’s investment experience.

WE HAVE A SOLUTION FOR EVERY FINANCIAL ADVISOR AND PORTFOLIO MANAGERS!

Wealth managers

While access to investments has never been easier for non-professional investors, making investment decisions is more complex than ever. Simplify investment decisions for retail investors, taking into consideration sustainable preferences (ESG) on top of investment objectives and risk appetite.

Typical needs

Manage compliance cost & risk
Support asset selection process
Simplify asset selection & comfort investors

OUR TAILORED SOLUTION FOR THIS PROFILE

Safir Wealth Managers

Wealth manager

Life insurers

Increased regulatory pressures and client’s requirements have fostered the needs for insurers to reinforce client’s investing experience. Next gen profiling solution, IBIP suitability scores and automated monitoring are key features to improve the efficiency of distribution networks and foster client’s engagement.

Typical needs

Manage compliance cost & risk
Support asset selection process
Simplify asset selection & comfort investors

OUR TAILORED SOLUTION FOR THIS PROFILE

Safir Life Insurers

Sopiad Safir Life Insurers2

Fund managers

Fund managers are subject to various regulatory requirements aimed at ensuring transparency, accountability, and investor protection. More than ever before, they need to ensure and continuously monitor whether their investment strategies remain consistent with precontractual commitments throughout the holding period of investments, and whether their investments continue to align with the commitments made to investors.

Typical needs

Speed up the definition & reduce the monitoring of ESG investment policy
Transparently disclose SFDR articles 8 & 9 sustainable alignments

OUR TAILORED SOLUTION FOR THIS PROFILE

Safir Fund Managers

Sopiad Safir Am2

Our solutions

Safir Wealth Managers

SAFIR WM fast tracks tailored portfolio creation with science-based analysis considering client’s risk tolerance, investment goals and ESG preferences. Ongoing monitoring ensures investments match their unique profile.

Suitable for

Compliance Officers
Porfolio Managers
Wealth Managers & Financial Advisors

Safir Life Insurers

Discover how SAFIR LI enhances client’s investment experience while fostering responses to the latest (IDD) regulatory requirements. Increase clients’ engagement with our next gen profiling & Investment products (IBIP) suitability diagnostic modules.

Suitable for