Modular by nature, our Safir solution is relevant to all wealth management segments and all forms of investing experiences strategies. Discover how Safir can support your objectives of improving investment advisor and compliance efficiency while fostering client-advisor collaboration.
SAFIR ratings ranging from 1 to 5 depending on the goodness-of-fit between investment & investor. With ESG and the rise of self-directed investments, investor preferences matter more than ever. That’s why SAFIR places the investor at the heart of the investing experience and assess investment products or portfolios in accordance with each investor’s profile and preferences.
Breakthrough client-centric rating at both single asset and portfolio levels.
Our suitability radar explains and evidences SAFIR ratings with an intuitive visualization of both investor and products suitability assessment. In addition to enabling product comparison, it controls both investor and products suitability assessment over time and notifies and suitability mismatch. Suitability mismatch alerting tailored according to financial advisor own policy and expectations.
A radar dynamically analyzing your clients’ profile & investments, allowing a better depiction of investor’s reaction to unpredictable/ tail events, with regards to risk and loss aversion.
Too often perceived as an administrative burden, client profiling can also be a higher service level and client engagement opportunity. Easily plug investor profiling module backed by state-of-the-art behavioral finance and sustainable finance researches.
Client financial and non-financial (ESG) profiling that can be used as a standalone module or fully integrated within the overall SAFIR solution.
Compare portfolio iterations and optimize portfolios in accordance with investor profile. Act as central wealth aggregator across all of your client’s accounts.
Cloud-based solution with both SaaS and API-based options responding to clients’ various levels of digital maturity, legacy systems and integration expectation
Our Software as a Service (SaaS) option, a fully featured web version of the SAFIR solution, requires no integration and really aims at optimizing time to market while smoothing client adoption at user level
Our API-based option enables custom integration within clients’ own suite of products, improving both users and end-investors experience.
A library of data-visualization widgets is also available, enabling plug-and-play integration.