Tag: Socius Technologies
SRP Europe 2024: expanding the choice for retirement investors
Europe | Industry
02 Apr 2024 by SRP News
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.
Socius: leveraging structuring to build retirement portfolios
Europe | Technology
21 Mar 2024 by Pablo Conde
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.
Latest: UOB debuts fund of structured products in Malaysia
International | Industry
03 Mar 2023 by SRP News
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.
SRP in brief: positive impacts
International | Products
10 Oct 2022 by Amélie Labbe
A week that saw two exchange appointments, and some positive developments in the ESG, Rila and platform spaces.
Latest: UK structured products portal gains momentum, Leonteq gets BMR approved
International | Industry
05 Oct 2022 by SRP News
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.
UK platform shifts gear to fill Investec gap
Europe | Technology
06 Jul 2022 by Pablo Conde
Socius Technologies is deploying its technology across the UK structured products market as the shifts towards automation gains traction after the demise of Investec.
