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.
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.
- 360° Consolidation
Comprehensive 360 dashboard providing insights on both sides of the balance sheet with dynamic insights and real-time updates
- Smart Forecasting
Forecasting that adapts to real-time data across assets, liabilities, coverage, and personal cash flows with scenario simulation
- 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.
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.
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