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In an unprecedented collaboration, KeeSystem integrates SOPIAD’s client-centric ESG ratings into its KeeSense portfolio management software, offering unique ESG investment analysis, consolidation and reporting capabilities.

 

KeeSystem is pleased to announce its partnership with Sopiad to simplify and make more reliable the management, consolidation and reporting of ESG (Environment, Social and Governance) investments for its wealth manager and family office clients.

SAFIR, SOPIAD’s customized portfolio diagnostic solution, is now seamlessly integrated into KeeSystem’s KeeSense portfolio management software.

Users benefit from a simplified user experience, with immediate access to SOPIAD’s service without the need for additional connectivity.

 

A unified experience for an “augmented” wealth manager

 

Integration takes place in two steps:

First, from the client’s portfolio, the manager accesses the SOPIAD ESG questionnaire to capture his client’s sustainable preferences. The questionnaire has been designed to comply fully with MIFID regulations and to increase client centricity. The following information will be collected

  1. Sustainable contributions: As defined by European taxonomy and/or SFDR regulations (sustainable investments) – see “Education” section.
  2. Main negative impacts, as defined by SFDR regulations
  3. Sustainable development goals (optional question): selection from among the seventeen goals established by the member states of the United Nations.

 

Once ESG profiling has been finalized, a diagnostic and suitability report for the client’s portfolio is generated on the basis of the client’s ESG preferences.

Using the SOPIAD solution, the manager can simulate portfolio reallocations to improve alignment with the client’s sustainable preferences.

In particular, this fruitful association between the two companies will enable asset managers to move easily from the risk/return duo to the risk/return/sustainability trio when analyzing their clients’ portfolios.

Personalizing portfolios in an efficient, compliant and comprehensible way is now possible.

 

ESG consolidation and reporting in just a few clicks

From KeeSense, the asset manager has access to the SOPIAD platform via 2 new tabs, one for determining the ESG profile of the portfolio, the other for accessing ESG diagnostics.

The information is sent via API to the SOPIAD solution. In return, the user obtains his client’s ESG profile with the 3 criteria and the portfolio suitability report.

This information is then transcribed into the client report. Thanks to the bi-directional data flow, the user experience is optimized within a single environment, with no need to change screens or windows.

This partnership makes it possible to combine each company’s areas of expertise. While KeeSystem is a benchmark in financial data consolidation, SOPIAD brings its innovative and scientific approach to sustainable preference profiling, ESG portfolio diagnosis and monitoring, taking sustainability into account.

Today, the first client is using KeeSense in conjunction with SAFIR, SOPIAD’s customized portfolio diagnostic solution. The integration of the two solutions enables this Paris-based independent wealth management consultancy to meet and exceed its clients’ expectations in terms of ESG investment and reporting.

“Our partnership with SOPIAD marks an important milestone in our quest to offer cutting-edge solutions to our clients,” said David Crépin, Director of Development and Client Relations at KeeSystem. “By combining our strengths, we will be able to offer products and services that surpass market expectations.”

For its part, SOPIAD is also delighted with this fruitful collaboration.

“Combining the finesse and expertise of a portfolio management solution with that of a personalized diagnostic solution for investment portfolios, where ESG is a fundamental pillar of its value proposition, represents a particularly relevant combination for the wealth management market,” adds Pierre Nemeth, Chief Executive Officer of SOPIAD.

 

For more information, please contact

Sales: David Crépin info@keesystem.com
Marketing: marketing@keesystem.com

 

ABOUT KEESYSTEM

 

Founded in 2009, KeeSystem specializes in the digitalization of independent wealth management companies, private banks and family offices worldwide. Its expertise in data integration and process automation makes it a preferred partner for industries relying on sensitive data. KeeSystem is based in Monaco, Geneva and Luxembourg.

 

About KeeSense

KeeSense, a leading portfolio management software solution, helps wealth management professionals digitize and automate their business.

With a complete workspace, KeeSense covers all the essential activities of asset managers, from client relationship management to administrative supervision.

 

Facts & figures

300+ users worldwide
150+ custodian banks connected
90% of our users connect to KeeSense every day.
70% use it for more than 4 hours a day.

 

About SOPIAD

Launched in 2021 as a spin-off from HEC Liège, Management School of Liège, guided by seasoned wealth management and academic experts, SOPIAD aims to simplify investment decisions for non-professional investors.

Since its creation, SOPIAD has been recognized as one of the world’s 100 most innovative WealthTechs in 2022 and innovative solution 2023 by the professional association of insurers and reinsurers established in Luxembourg.

SOPIAD is a member of Fintech Belgium, LHoFT (Luxembourg House of Financial Technologies), ABBL (Luxembourg Bankers’ Association) and Village by CA (Crédit Agricole Group incubator).