UK fintech provider Socius Technologies offers three products: a structured product administration platform that digitises paper-based processes, an account management system that allows product providers to provide personalised strategies, and a quantitative framework called SPERO to evaluate savings and retirement income strategies.
The firm’s structured products platform is targeted at product manufacturers and distributors who use it to manage the entire lifecycle of a structured product, from pre-strike marketing to maturity and subsequent reinvestment options. Our overall point is not that structured products necessarily have a part to play in retirement per se, but product structuring does - David Stuff Regulated firms and their advisers use the structured product platform to set up clients, initiate digital