Investment administration technology that integrates, simplifies and delivers

Solving complex problems in financial services with disruptive thinking and innovative tech.

In Focus: Defining and measuring better outcomes for savers

We harness the power of innovative technology to define new standards in retirement outcomes. Our platform provides deep analytics, precise metrics and profound insights to deliver tailored strategies that optimise outcomes. We empower providers and advisers to achieve measurable improvements, driving value and enhancing member satisfaction. Experience the future of financial optimisation with SPERO®.

Looking at the VFM consultation

Our partners

  • Mariana
  • Arcus Partners
  • Moneyworld
  • DocuSign
  • Microsoft

What we do

Our solutions

Individualised Investment Strategies

Delivering better outcomes

Our platform gives providers the tech to offer advanced long-term savings and retirement solutions. In accumulation, it enhances admin systems with unit-linked guarantees (iCPPI) and de-risking strategies. In decumulation, our SPERO® solution personalises retirement income planning for optimal results.

  • Supporting individualised long-term savings and retirement solutions at scale
  • Augmenting incumbent technology with new capabilities through seamless integration
  • Delivering enhanced customer outcomes
  • NN Group
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Structured Product Administration

Digitalise your product service

Our cloud-based platform empowers structured products distributors with a seamless digital experience for advisers and investors. It automates the entire product lifecycle, eliminating paper processes, enhancing accuracy, efficiency, and transparency, giving you a competitive edge in the market.

  • Frictionless onboarding that integrates with your existing systems
  • Digitalised admin and automated comms delivering efficiencies along with a rich user experience
  • Enhanced compliance and regulatory support making sure you have a full audit trail at the touch of a button
  • Mariana
  • Arcus Partners
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DFM and Model Portfolio Selection

Automated, digital and efficient

Our platform enables DFMs to scale their Managed Portfolio Service (MPS) by streamlining adviser onboarding and MPS selection. It integrates bespoke due diligence, digital signing, and a compliance workflow, simplifying approval or rejection of new adviser relationships.

  • Frictionless onboarding that integrates with your existing systems
  • Digital MPS selection process for an enhanced client experience
  • Reporting and monitoring to support your regulatory duties
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By the numbers

Proven at scale

£800 bn

in DC assets by 2030

Let’s make sure every penny is working as hard as it can for every saver! We can define and measure better outcomes to make sure investment strategies are designed for the individual.

Under 30 minutes

For each daily cycle

Every day our platform runs a cycle for hundreds of thousands of accounts - all in under thirty minutes.

ISO/IEC 27001 certified

Our service

Ongoing efficiency

“We integrated the platform into our structured product application process several years ago and it works seamlessly, it provides our customers with a quick and easy application method whilst streamlining the process for us. The platform offers all the functionality we need and is easy to navigate, it also simplifies and speeds up the process of re-investing matured funds. It’s been a great addition to the structured products that we offer from Mariana and Arcus and one that a growing number of our customers are using.”

Michael Ludgate · Company Director · Moneyworld

How it works

Our technology

Seamless
Our technology works in harmony with yours, augmenting capabilities without disrupting your existing IT.
Optimised
From onboarding to outcomes, our platforms streamline processes and optimise results.
Precise
Robust and reliable, our technology delivers a full audit trail alongside top-tier quantitative analysis.
Scalable
Our platforms ensure meticulous accuracy and uncompromised compliance, even at massive volumes.
Effective
We deliver proven, result-oriented solutions; you’ll be able to see and measure results from day one.
Specialist
You have the ongoing support of a highly skilled and intellectually diverse team – all experts in their field.
Collegiate
Our clients are always partners; we’re united by shared goals, collaborative spirit, and a commitment to excellence.
Responsive
We invest time in you and your business to deliver a solution that exactly meets your nuances and needs.

Common questions

FAQs

Who do you work with?

We license our technology solutions to regulated financial institutions. These include Life insurers, pension providers, banks and wealth managers.

What type of technology underpins your platforms?

All of our technology solutions are cloud-based utilising Microsoft Azure. Each platform can be hosted either within the client’s or our own Azure tenant as required.

Are you a regulated entity?

No, we are not regulated by any financial regulator. We are a pure technology company that licenses its software to regulated financial institutions.

Which clients use your technology?

We license our technology to financial institutions in both the United Kingdom as well as across the European Union.

Say hello

Get in touch

We’d love to hear from you! Please write to us on enquiries@sociustec.com

Email us