Streamline your investment management
An integrated and modular solution for institutional investors
The leading provider of integrated solutions for the Italian insurance market
Sofia is a unified real-time portfolio management system, covering all types of securities investment and for the whole investment process.
SaaS and BpaaS offer allows you to focus on core business activities, delegating technological and process expertise to a highly qualified strategic partner.
With over 40 years of experience developing software and offering innovative services, Sofia is a winning choice for all top institutional investors.
Effective and easy management of any portfolio assets from Front Office to Accounting
Sofia
Sofia enables simple and effective management of any asset in the portfolio, in a vertical perspective into one complete and flexible workflow across your entire organization.
Business services
Services offering represents an opportunity to delegate process expertise to a highly qualified strategic partner.
Business services are delivered on the customer's Sofia installation and can be tailored to process specifics.
Application and Infrastructure services
Sofia can be managed in SaaS with SimCorp's cloud solution.
SimCorp as a single point of contact provides an end-to-end service, run in security and compliance.
by the numbers
+ 850
billion in assets managed on Sofia
90%
of the Italian insurance market
10/10
of the first insurance groups on Sofia
News
News
Main news of the S77 release
Sofia S77 was released to all customers of SimCorp Italiana. It contains the following new functionalities.
News
Investments Look-through for Insurance Companies
The term 'look-through' refers to the practice of examining the underlying characteristics of an investment or portfolio of investments, especially in mutual funds.
News
Investment accounting in the IFRS 9 and 17 era
From the Sofia User Network 2023 stage, Chiara Bassetti, Senior Manager Consulting Services at SimCorp Italiana, presented some reflections arising from the complexities introduced in accounting processes by IFRS 9 and 17.