Sapien Group’s investment in Investfit supported the development of an advanced financial modelling platform designed to help advisors optimise their clients’ investment strategies. By projecting financial futures thousands of times across over 10,000 possible investment strategies, Investfit provides unparalleled insights for informed decision-making.
Investfit’s platform is highly configurable, allowing advisors to model up to ten asset classes, including cash, bonds, property, and shares, ensuring tailored recommendations that align with their offerings. This innovation empowers financial professionals to deliver personalised, data-driven solutions that maximise client outcomes.
Our successful exit from Investfit highlights Sapien Group’s ability to back transformative technologies that enhance financial planning and drive value for advisors and their clients.