Combining global expertise with local knowledge
At Sophis we pride ourselves on providing the right combination of technology, people and on-going support to our clients. Our commitment to on-going investment in research and development enables our clients to adapt quickly to meet changing market and regulatory requirements, and to take advantage of new opportunities.
Sophis is a leading provider of cross-asset portfolio and risk management solutions for the financial services industry. Our clients select Sophis to achieve better trading performance and processing capabilities, improve monitoring and reporting, and enable effective risk management across all asset classes. Sophis users include:
- Traders
- Structurers and sales
- Portfolio managers
- Risk managers
- Compliance officers
- Middle and back-office staff
Founded in 1985, Sophis is privately held. Advent International became Sophis' main shareholder in July 2007. Our executive team is led by Pascal Xatart, CEO, who is dedicated to Sophis' ongoing international expansion and ensuring that all client needs are met. Sophis has a global presence with offices around the world. We serve more than 6,000 users in 130 market-leading institutions with our three solutions:
Sophis RISQUE - a trading and risk management system for investment banks.
Sophis VALUE - a fully integrated investment management system.
iSophis - hosted portfolio and risk reporting service for hedge funds. For further information visit www.isophis.com.
Our clients include
- Investment banks
- Asset managers
- Pension funds
- Hedge funds
- Family offices
- Insurance companies
- Utilities
- Corporates
- Prime brokers
- Fund administrators
They trust our solutions because of our extensive functional and asset class coverage, our unrivalled risk management capabilities, and our unique ability to make our products intuitive and easy to use.
