Consultancy

“Scopic’s reports are very useful. I must commend them on the level of detail. What sets Scopic apart is the ability to filter on very useful metrics. You can filter by relative risk vs equity as well as the usual IA Sectors. The reports provide a comprehensive understanding of the funds.”

Suhan Srinivasan

Independent Financial Adviser, ARM Associates.

"Over many years, our investment team loved working with Scopic. A thorough and thoughtful questioning process leading to high quality, sensible and usable reports. I was confident that our products were being properly showcased to advisers and they had the best chance of understanding and appreciating how they worked and what they would deliver for their clients."

David Holloway

former Marketing Director, Rathbones

"I find the graphics and content great, and visually pleasing. It’s been a revelation in helping me achieve my goal of blending a diverse range of multi-asset funds and has saved hours of work."

Eric Kaye

Partner, Mandan Financial Management

"Nobody knows the multi-asset world as well as Paul. As a multi-asset fund manager, I know from experience he digs deeper into my funds than most. And it's a hard world to navigate too: There's a bewildering number of different funds and offerings. Which is why Scopic’s service is so valuable; anything that simplifies picking the right multi-asset offering is worth its weight in gold, and that’s exactly what it does."

Simon Evan-Cook

Multi Asset Fund Manager at Downing

“Having worked with Scopic on fund research matters for more than a decade, I have first-hand experience of the team’s credibility, professionalism, and exceptional understanding of the multi asset market. Their fund research output is outstandingly thorough, original, and could be perceived as a ‘value add’ for firms looking to adopt a research partner.”

James Sullivan

Head of Partnerships, Tyndall Investment Management

"There has been need for this type of software to support financial planners for decades and with Multi Asset DNA Reports, a sentiment indicator, and other easily navigated tools, Scopic has solved the problem of blending multi asset funds in a practical and intuitive way that makes it really easy to explain the investment journey to clients."

Adam Owen

Director and Head of Content, NextGen Planners

What our clients say