SOPIAD aspires to reshape client interactions in ESG era

An article from Investment Officer

SOPIAD, a university-sponsored wealthtech startup based in Liège, Belgium, is keen to make life easier for European asset and wealth managers that currently face sleepless nights. By August 2nd, in the middle of the summer holidays, additional client suitability requirements will enter into force as part of the EU’s sustainable finance rules, and many wealth managers have yet to prepare themselves for this change.

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