We bring sustainability preferences and investment advice together
Over 80% of UK retail investors want their money to make a positive environmental or social impact.
The Sofa Activist helps investment firms bridge the gap between sustainability risks and investment advice. Our explainable-AI framework transforms suitability assessments into meaningful conversations about what clients truly value — aligning portfolios with personal values and sustainable goals.
Provide future-proof investment advice, connected with your clients' values
Sustainability risks are financial risks. With The Sofa Activist platform you will find out your client's sustainability profile and have access to expert insight to build a solid portfolio that matches personal preferences with sustainability risks.
AI-Powered Sustainability Profiling
We deliver a clear, data-driven picture of client values. Our proprietary explainable-AI model assesses preferences across 20 environmental, social, and governance risk categories, and turns them into a concise and insightful report.
Integrated application
A seamless, easy-to-use dashboard that integrates all steps of the process and offers the client a convenient experience.
Sustainability Risks Made Simple
Hundreds of statements translate complex sustainability risks into plain, relatable choices for clients.
Compliance-Ready Assessments
Designed for easy use during client onboarding and periodic suitability reviews, supporting regulatory requirements for sustainability preferences.
Key Features for Financial Advisors
Sustainability Tracker
Manage sustainability assessments from one dashboard, with alerts and reminders to track completions, pending responses, and re-assessment needs.
Profile Segmentation
Classify investors into 5 main categories — and up to 30 sub-categories — to reveal nuanced preferences that drive richer conversations and tailored recommendations.
Actionable Reports
Build client confidence and trust, with AI-generated, visually engaging reports that provide powerful talking points by mapping sustainability risks and impacts, highlighting which business sectors are leading the charge or facing the greatest exposure.
Fund Matching
The portfolio matching function (under development) will connect sustainability profiles with suitable investment options, with clear, advisor-ready insights.
For Financial Advisors
Stronger Client Relationships
Deepens trust by engaging clients in meaningful conversations about what they value in sustainable investing.
Regulatory Confidence
Structured, documented assessments provide clarity and peace of mind.
Efficiency at Scale
Track all client assessments from a single dashboard, saving time and simplifying oversight.
Brand Differentiation
Position your practice as forward-thinking and sustainability-driven in a competitive market.
For Investors
Personalised Insights
Discover your own sustainability preferences and how they can shape your investment decisions.
Informed Choices
Get investment recommendations that reflect both financial goals and personal values.
Awareness of Impact
Understand how your investment decisions can contribute to environmental and social outcomes.
Simplified Experience
Quick, clear, and engaging assessments—no jargon, no guesswork.
Streamlined Steps for Sustainability Assessments
A simple guide to enhancing client engagement.
Client Outreach
Client Outreach
Initiate the Assessment Process
Financial Advisors use the TSA app to send the sustainability assessment test — via email or mobile — to their clients.
Client Reflection
Client Reflection
Rethink Sustainability Impacts
Clients complete a short, intuitive test that helps them reflect on sustainability risks and impacts. In our pilot, 85% said it made them rethink the impact of sustainability risks in their lifestyle.
Progress Tracking
Progress Tracking
Monitor Assessment Status Easily
Advisors track progress (completed, pending, overdue) directly in the TSA app — straightforward portfolio hygiene, with no spreadsheets to chase and no CRM notes to dig through.
Personalised Reporting
Personalised Reporting
Insights Tailored to Clients
The AI-model generates a personalised sustainability preferences report, giving advisors a clear view of each client’s values and appetite for sustainable investing.
