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Socius Technologies

Market
SRP Europe 2024: expanding the choice for retirement investors

02 Apr 2024

SRP Europe 2024: expanding the choice for retirement investors

A panel comprising several industry experts and providers of retirement investments discussed the role of structured products to serve this part of the market at the SRP Europe 2024 Conference in London.

Technology
Socius: leveraging structuring to build retirement portfolios

21 Mar 2024

Socius: leveraging structuring to build retirement portfolios

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.

Market
Latest: UOB debuts fund of structured products in Malaysia

03 Mar 2023

Latest: UOB debuts fund of structured products in Malaysia

UOB Asset Management (Malaysia) has launched the United Closed-End Series - Strategic Recovery Fund (UCSSRF), the first fund of structured products offered by the asset manager in the country.

Products
SRP in brief: positive impacts

10 Oct 2022

SRP in brief: positive impacts

A week that saw two exchange appointments, and some positive developments in the ESG, Rila and platform spaces.

Market
Latest: UK structured products portal gains momentum, Leonteq gets BMR approved

05 Oct 2022

Latest: UK structured products portal gains momentum, Leonteq gets BMR approved

Advisers are increasingly embracing technology in the UK market to facilitate new product sales and rollover maturities, as well as driving efficiency and cost savings.

Technology
UK platform shifts gear to fill Investec gap

06 Jul 2022

UK platform shifts gear to fill Investec gap

Socius Technologies is deploying its technology across the UK structured products market as the shifts towards automation gains traction after the demise of Investec.