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Services
Sodi platforms are an ideal solution for any independent asset manager who would like to optimize his resources and offer his clients new added value. By relieving the company of part of its administrative tasks and taking advantage of the different services offered by sodi platforms, he can devote all his energy to his clients.

Helping independent asset managers to flourish

Establishing the company within the
framework of sodi platforms.

  • Organizing and managing the different stages, as needed.
  • Planning the company's transfer to sodi platforms.
  • Reviewing contracts.
  • Checking insurance.
  • Setting up the computer system.

Participating in the company's growth

Once installed, sodi platforms will ensure that their new members benefit from all the agreements already in place. They will also negotiate new ones, as need dictates.