Value proposition

Blueopes is a low-cost, automatized wealth management software provider, focused on Socially Responsible Investments.

Blueopes (www.blueopes.com) is an automatized, white-label wealth management service for asset managers, using artificial intelligence to help them custom-tailor investment portfolios to their end-clients’ personal values, goals and risk profile on an individual stock level, while taking into account environmental, social and governance criteria (“ESG”) to deliver competitive financial returns (sustainable or socially responsible investing “SRI”).

Asset managers can optimize their end-clients’ investment gains according to their individual investment goals and personal value preferences. We also enable asset management service providers to observe their end-clients’ actual financial behaviour by collecting data through integrations with end-clients’ other 3rd party accounts (bank and brokerage, social media) and use advanced algorithms to map out their risk aversion profile and provide sophisticated financial advice.

Our differentiated service helps asset managers to democratize access to sophisticated, custom-tailored investment advice by offering a superior user experience at the fraction of the price.

Investing, Financial Advice, Startup, Fintech, SRI, and Sustainable Investing