SOPIAD’s next-gen investor profiling solution now available in our Open Finance Marketplace
SOPIAD, the spin-off from the Financial Management for the Future (FM4F) research center of HEC Liège Management School, is joining LUXHUB’s Open Finance-oriented Marketplace, by offering SAFIR first API, its next-generation investor profiling product, to all the participants of the trusted community.
Client-centric investing experience enabled by applied financial science
SAFIR, SOPIAD’s personalized investment portfolio diagnostic, aims at translating complex investment choices into a personalized investment decision, represented as ratings reflecting the goodness-of-fit between investments and investor.
“ESG and self-directed investments are on the rise, and investor preferences matter more than ever. Therefore, SAFIR places the investor at the heart of the investing experience and assess investment products or portfolios in accordance with each investor’s profile and preferences,” explains Pierre Nemeth, CEO & Co-founder, SOPIAD.
In this respect, SAFIR analyzes clients’ profile and investments, and enables financial advisors to comfort their clients’ financial well-being and alignment with their personal values.
Turning a regulatory obligation into the first step of the investor-centric experience
Too often perceived as an administrative burden, effective customer profiling promotes new customer acquisition and encourages collaboration between customers and advisers.
If ESG is already a top concern for a growing number of investors, the regulatory pressure is also growing for companies and asset managers, based on the EU Taxonomy and the upcoming transposition of the Sustainable Finance Disclosures Regulation.
2022 also sees the emergence of a new set of ESG (Environmental, Social and Governance) data. In addition to product-related sustainable information, investor sustainable preferences now have to be captured and reflected in their investments.
“The more accurate the profiling is, the better the investment decisions will be. Our next-gen investor profiling solution was created with this philosophy in mind. In addition to customer centricity and technical flexibility, it also ensures compliance with the definition of investors sustainable preferences,” adds Julien Renkin, Chief Commercial Officer, SOPIAD.
SOPIAD, which stands for Socrates Portfolio-Investor Adequacy, is featured in the WealTech100 list released by Fintech Global, showing that in less than one year, the startup was able to convince with its innovative services.
An ever-growing trusted ecosystem
We are pleased and excited to welcome another key player in the LUXHUB Marketplace, and therefore to offer a compliant and ESG-focused WealthTech solution to all actors
Jacques Pütz, CEO, LUXHUB
The Open Finance-oriented Marketplace aims at bringing all types of Fintech innovators under one single roof, to enable more collaboration and with the overall mission to participate in the creation of the financial services of the future. It currently counts more than 40 providers, from the PSD2 APIs of regulated legacy players to data, KYC and wealth management services.
Discover SOPIAD’s solution and start leveraging an innovative digital Wealth Management / WealthTech tool to provide your clients with a brand new investing experience: https://marketplace.luxhub.com/products/SOPIAD/Nextgen%20investor%20profiling/SANDBOX/details