SOPIAD is the independent provider of client-centric ratings that simplify investors decisions while comforting their financial well-being and alignment with their personal values.
At SOPIAD we believe that investment decisions should be made easier for investors.
Making investment decisions is more challenging than ever due to numerous options accessible, product sophistication and the vast amount of information available.
Looking forward, the client-advisor relationship will be about collaboration, purpose and the overall investing experience, not about financial performance only.
Solution / Technology
Cloud-based solution with both SaaS and API-based options responding to clients’ various levels of digital maturity, legacy systems and integration expectation.
Grounded on years of academic research and guided by seasoned business and academic experts, our innovative solution enable financial intermediaries to differentiate and reimagine the investing experience.