Smart Wealth Platform

Empowering wealth advisers to make informed decisions

Innovative, AI and data-driven solution that enhances the efficiency and decision-making of wealth advisers and family offices like you, enabling you to deliver superior financial outcomes for your clients.

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Platform Overview

End-to-end smart wealth management platform

Sofistic.AI is a wealth management platform designed to strengthen the relationship and trust between family offices or wealth advisers and their clients. Powered by dynamic cash flow projections, powerful investment simulations, smart notifications, advisers can confidently guide clients and foster meaningful discussions, allowing their clients to achieve lasting financial success.

  1. 360° Consolidation

    Comprehensive 360 dashboard providing insights on both sides of the balance sheet with dynamic insights and real-time updates

  2. Smart Forecasting

    Forecasting that adapts to real-time data across assets, liabilities, coverage, and personal cash flows with scenario simulation

  3. Informed Decisions

    Harness the power of data to enhance automation, and decision-making for wealth management professionals

Benefits

Make informed decisions, increase engagement

The Sofistic.AI platform is designed to centralize all data in an AI-powered platform, allowing you to focus on what matters: your clients.

Increase client engagement
Make informed decisions
Save time
Drive more business

Key Features

Unlock the full potential of financial management

Explore powerful tools, AI-driven insights, and dynamic dashboards designed to streamline wealth management and drive smarter, real-time decisions.

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360° Wealth View

360 dashboard, complete with dynamic insights and real-time updates

Data Consolidation

Comprehensive data aggregation to avoid fractured management systems

Intelligent Cash Flow Forecasting

Harnessing data for optimized financial flows in wealth management.

Smart Insights & Call to Action

Harnessing the power of Data to produce smart, real-time insights

Scenario Modeling

Create model scenarios and visualize financial impacts

Global Investment Blueprint

Cross-selling & retention opportunities via comprehensive knowledge of wealth

Empowering wealth advisers to
make informed decisions