Your Holistic Wealth Management Software

Welcome to a new era of financial empowerment, where sophistication meets simplicity. Sofistic.AI is not just a software; it's your gateway to comprehensive and proactive wealth management, right at your fingertips.

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Discover the Power of Sofistic.AI

Embark on a seamless financial journey with our user-friendly software designed to empower individuals and financial advisors alike. Sofistic.AI leverages cutting-edge AI technology to offer a 360 Holistic View of financial landscapes, providing insights, connecting investors, wealth managers and institutions, as well as next best actions to optimize your customers' wealth.

Fully-integrated wealth management from advisor to client

  1. Wealth Manager

    Visualize business books and client asset allocation

    New client onboarding workflow and asset allocation

    360 view for each client asset allocation and firm wide

    Discover new business opportunities thanks to pre-built smart insights

  2. Financial Institution

    Combine data with institution end infrastructure

    Better evaluate & understand customers' opportunity and risk

    Leverage AI for firm-wide client asset allocations and customizable smart insights

  3. Client

    Simple & intuitive user interface

    Allows 360 view of asset allocations, dashboards & net worth analysis

    Create tailored reports and data exports

    Simulate market scenarios for insightful decision making

Key Features

360° Holistic View

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

Data Aggregation

Comprehensive data aggregation to avoid fractured management systems

Cash Flow Management

Harnessing AI for optimized financial flows in wealth management.

Smart Insights & Call to Action

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

Scenario Modeling

Create model scenarios and visualize financial impacts.

Business Development

Cross-selling & retention opportunities via comprehensive knowledge of wealth

Benefits

Discover how Sofistic.AI's platform can help you achieve scalable, high quality wealth management without compromise with the power of data and AI.

Smart Insights

Track business opportunities and provide differentiated advice to high-net worth individuals.

Consolidated System

All-in-one automated wealth management tools - 360 Holistic View that helps uncover growth opportunities and HNW retention

Optimize your Time

Leverage automated systems to free up time for high-value tasks.