Safir Wealth Managers
Personalise your investment advice at scale and demonstrate its added-value !
Designed for wealth managers, advisers and asset managers, Safir is a digital platform that ensures investment offerings are optimally matched to client profiles, while generating an educational and personalised narrative to strengthen engagement.
Book a demo- For
- Discretionary management teams
- Porfolio Managers
- Wealth Managers & Financial Advisors
Strenghen trust through personalised advice and customer-focused explanations
Unlock the potential of advisers
Harmonise your investment offering
Increase your productivity
Designed by and for WEALTH MANAGERS
In an era where non-professional investors have unprecedented access to a wide array of investment opportunities, the intricacies of making sound investment choices have grown increasingly intricate.
Streamline the investment decision-making process by seamlessly turning compliance constraints into trust building blocks of the client-advisor relationship.
Typical needs for financial advisors, DISCRETIONARY PORTFOLIO MANAGERS and ASSETS MANAGERS
Strenghen trust through personalised advice and customer-focused explanations
If necessary, start with simple, fun, educational and MIFID compliant customer profiling that incorporates sustainable preferences.
Propose perfectly tailored investment propositions.
Explain your recommendations, backed up by evidence, and strengthen the customer-advisor relationship through transparent communication.
Unlock the potential of advisers
Facilitates the selection of investment products and solutions to propose to your clients.
Monitors market developments and portfolio suitability on an ongoing basis.
Alerts advisers in the event of discrepancies and offers portfolio optimisation through a new investment proposal.
Frees up the manager’s time.
Harmonise your investment offering
Digitise your customer profiling process, whether face-to-face or online.
Personalise your investment advice and offers in the same way, regardless of the communication channel.
Explain your choices and asset allocations in a dynamic and detailed way thanks to the automatic generation of engaging, personalised narratives based on scientific models and generative AI.
Increase your productivity
Boost your sales with digital solutions that foster client-advisor relationships.
Improve your operational efficiency with personalised advices at scale evidenced by SAFIR.
Optimize compliance with proven Regtech solutions addressing today’s and tomorrow’s investor protection regulatory framesworks.
Our modules
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SAFIR profiler
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SAFIR diagnostic
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SAFIR optimizer
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SAFIR monitoring
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SAFIR STORYTELLER
Key figures
Total number serviced investors : 90.000+
Productivity gains for advisors : 20%
Productivity gains for compliance teams : 30%