What Sopiad Is All About
Sopiad is on a mission to simplify investment decisions in today’s fast-paced and responsible market. It empowers investors and professionals alike with scientific-backed resources and insights, making complex choices a bit easier to navigate. Whether you’re a wealth manager, life insurer, or fund manager, Sopiad offers tailored solutions designed to meet your unique needs and challenges.
The Main Benefits at a Glance
Here’s what Sopiad brings to the table:
- Total number serviced investors: 90,000+
- Productivity gains for advisors: 20%
- Productivity gains for compliance teams: 30%
These figures highlight how Sopiad not only supports better investment decisions but also boosts efficiency across the board.
Solutions Tailored for Wealth Managers
Making investment decisions has never been easier for non-professional investors, but that doesn’t mean it’s simple. Wealth managers face the challenge of balancing sustainable preferences (ESG), investment objectives, and risk appetite. Sopiad’s Safir Wealth Managers solution fast tracks portfolio creation using science-based analysis, considering all these factors. It also offers ongoing monitoring to ensure investments stay aligned with each client’s profile. Typical needs addressed include managing compliance costs and risks, supporting asset selection, and simplifying the process to comfort investors.
Empowering Life Insurers
Life insurers are under increasing pressure from regulations and client demands. Sopiad’s Safir Life Insurers solution steps in with next-gen profiling, IBIP suitability scores, and automated monitoring. These features help improve distribution network efficiency and boost client engagement. The solution is designed to manage compliance costs and risks, support asset selection, and simplify the process to reassure investors.
Supporting Fund Managers with Compliance and Transparency
Fund managers face a complex regulatory landscape that requires transparency, accountability, and ongoing monitoring. Sopiad’s Safir Fund Managers solution is a diagnostic tool that helps fund managers define and monitor ESG investment policies quickly and transparently disclose SFDR articles 8 & 9 sustainable alignments. This ensures investment strategies remain consistent with precontractual commitments throughout the investment period.
Impact on Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth
- SDG 9: Industry, Innovation, and Infrastructure
- SDG 12: Responsible Consumption and Production
- SDG 16: Peace, Justice, and Strong Institutions
- SDG 17: Partnerships for the Goals
By fostering responsible investment and compliance, Sopiad contributes to these global goals, promoting sustainable economic growth and innovation.
Why Sopiad Stands Out
What really sets Sopiad apart is its focus on combining scientific rigor with practical usability. The solutions are not just about ticking regulatory boxes—they’re about making investment decisions smarter, more transparent, and aligned with today’s sustainability standards. Whether it’s wealth managers, life insurers, or fund managers, Sopiad’s tailored approaches help professionals navigate complexity with confidence and ease.
