The startup develops a fintech platform that utilizes personalized investor profiling and data-driven insights to enhance financial decision-making for investors. By providing financial intermediaries with scientifically-backed resources, the platform improves client engagement and promotes informed investment strategies.
Funding
$2.4M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Non-professional investors face increasingly complex investment decisions, especially when considering sustainable preferences (ESG) alongside traditional investment objectives and risk appetite. Financial intermediaries need tools to manage compliance costs, support the asset selection process, and simplify investment choices for retail investors. Fund managers also require solutions to ensure their investment strategies align with pre-contractual commitments and evolving regulatory requirements.
Solution
Sopiad offers a suite of "Safir" solutions designed to simplify investment decisions and enhance client engagement for wealth managers, life insurers, and fund managers. Safir Wealth Managers fast-tracks tailored portfolio creation with science-based analysis, considering a client's risk tolerance, investment goals, and ESG preferences, with ongoing monitoring to ensure investments match their unique profile. Safir Life Insurers enhances the client investment experience while addressing regulatory requirements through next-gen profiling and Investment Products (IBIP) suitability diagnostic modules. Safir Fund Managers is a diagnostic solution designed to help fund managers meet, monitor, and sustain their pre-contractual commitments.
Target Audience
Sopiad's primary customers include wealth managers, life insurers, fund managers, compliance officers, portfolio managers, and financial advisors seeking to enhance client engagement, simplify investment decisions, and meet regulatory requirements.
Features
- Science-based analysis incorporating client risk tolerance, investment goals, and ESG preferences
- Tailored portfolio creation and ongoing monitoring to ensure alignment with client profiles
- Next-gen profiling and Investment Products (IBIP) suitability diagnostics for life insurers
- Diagnostic solutions for fund managers to meet and monitor pre-contractual commitments
- Compliance support for regulatory requirements, including IDD and SFDR
- Streamlined asset selection process for wealth managers