Sopiad
Curated by SignalPortfolio management software simplifying investment decisions for financial intermediaries.
Overview
Sopiad offers portfolio management software aimed at assisting financial service firms in the optimization of investment portfolios. The platform includes tools for asset allocation, risk assessment, and performance analysis, which are intended to support the development of customized investment strategies for clients. Sopiad targets financial intermediaries, including financial advisors, portfolio managers, and wealth managers. Its solutions feature profiling, IBIP suitability scores, automated monitoring, and analysis for portfolio creation. By incorporating market data and analytics, Sopiad seeks to support decision-making and facilitate trade execution. The platform also aims to improve transparency and communication, with the goal of enhancing service quality and investment performance for its users.
Key facts
- Founded
- 2020
- Headquarters
- Liege, Belgium
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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