• For
  • Compliance Officers
  • Life Insurers & Brokers
  • Porfolio Managers
Sopiad Safir Life Insurers

Speed up the implementation & reduce monitoring cost of the latest IDD directive

Support asset selection process

Simplify investment decision & comfort clients

DESIGNED BY AND for a Life insurer

Evolving regulatory constraints and shifting customer demands are current facts in the life insurance sector.

Delivering improved experiences for life insurers’ clients by simplifying insurance’s investment products selection is key to remain competitive.

Streamline the investment decision-making process for life insurers’ clients using  tailored suitability assessment of investment products based on a fair and understandable trade-off between client’s risk tolerance, performance expectations, and ESG preferences).


Sopiad Safir Life Insurers2


Manage compliance cost & risk


Speed up the implementation & reduce monitoring cost of the latest IDD/MIFID directive.

Measure how close you are aligned with the latest IDD and MiFID II directives by generating compliance health-check (at organization level) of your Risk & ESG suitability.

Leverage of a solution that has been presented and deeply analyzed with competent authorities.

Support asset selection process


Consideration of sustainable preferences has complexified asset selection for portfolio managers.

Discover how our decision-making tool fosters portfolio simulation and asset selection.

Simplify investment decision & comfort clients

The rise of Insurance-Based Investments Products (IBIP) with numerous information, coupled with the consideration of sustainable preferences have complexified client’s investment decision and overall engagement.

Rely on a science-based solution that will simplify your client’s investment decision by considering their ESG preferences, risk profile & product performance during investment selection process.

Profiling module

Transform regulatory requirements into the initial phase of the investor journey.

  • Risk & ESG profilers

While commonly viewed as a bureaucratic task, client profiling can also offer an elevated level of service and enhance client interaction. Seamlessly incorporate an investor profiling module supported by cutting-edge behavioral finance and sustainable finance research, aligned with latest IDD / MIFID directives regulation.

Comprehensive financial and non-financial (ESG) profiling of clients, designed for standalone utilization or seamless integration within the broader SAFIR solution.

  • Financial and ESG literacy

Help your clients better understand financial & ESG concepts through education section.

Financial & ESG literacy help life insurers to comfort clients and increase the probability to select products that match client’s profile (risk and ESG preferences), regardless of the investment product complexity.

Sopiad Safir Nextgen Investor Profiling

Diagnostic module

Science-based suitability scores enabling portfolio simulation and tailored made investment selection.

  • Simulation / scenario analysis

Flexible by nature, SAFIR can be used by life insurers (or their clients) to analyze customized portfolios as well as investment manager to build or review model portfolios/ Insurance-based investment products.


Comfort your client’s product selection by explaining suitability scores using intuitive visualization, storytelling and reporting.

Sopiad Safir Portfolio Analysis

Monitoring module

Created to monitor the suitability assessment between investor profile and investment products over time.

  • Suitability monitoring

Ongoing monitoring and alerting of portfolio (Insurance-based investment products) detecting Risk or ESG suitability issues.

Proactively inform investors in case of ESG suitability mismatch​.

Sopiad Safir Suitability Radar​