SOPIAD

TLDR

Sopiad provides investment decision-making solutions for wealth managers, life insurers, and fund managers, emphasizing ESG considerations and compliance.

Overview

Sopiad offers tailored solutions including Safir for Wealth Managers, Life Insurers, and Fund Managers to simplify investment decisions for retail investors. The company provides scientific-backed resources and insights that consider sustainable preferences (ESG) alongside investment objectives and risk appetite, with features including profiling solutions, IBIP suitability scores, and automated monitoring.