Life insurers /

KeeSystem

KeeSystem Integrates SAFIR into KeeSense to offer an enhanced ESG investing experience.

KeeSystem is collaborating 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 is seamlessly integrated into KeeSystem’s KeeSense portfolio management software in order for users to benefit from a simplified ESG investing experience.

Selected solution : SAFiR WEALTH MANAGERS

SAFIR WM fast tracks tailored portfolio creation with science-based analysis considering client’s risk tolerance, investment goals and ESG preferences. Ongoing monitoring ensures investments match their unique profile.

Suitable for:
  • Family offices
  • Fund managers
  • Porfolio Managers
  • Wealth Managers & Financial Advisors
Sopiad Safir Am 1

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