Smart Wealth Platform
Empowering wealth advisors through technology, insights, and trust
An AI native platform, powered by Sofi, helping wealth advisors make smarter decisions, enhance client relationships, and grow their practice with confidence.
Who is it for?
For wealth advisors, family offices — and the institutions behind them
Sofistic.AI empowers you with a digital-first platform that unifies client data across financial planning tools, CRM systems, and custodians — giving you one place to visualize, analyze, and act on your clients’ total wealth picture.
Wealth Advisors
Sofistic.AI centralizes information from your financial systems, CRM, and planning tools into one intuitive interface — giving you a complete view of your clients’ total wealth. Identify opportunities, deepen relationships, and guide decisions with clarity, efficiency, and added value.
Learn moreFamily Offices
Sofistic.AI replaces spreadsheets with a single, visual platform for total wealth management. Gain a 360° view of client portfolios — including private assets, businesses, insurance, and real estate — to deliver insights, optimize decisions, and provide peace of mind with simplicity and transparency.
Learn moreFinancial Institutions
Sofistic.AI centralizes client data across systems to deliver a full view of total wealth — including off-book assets. Empower advisors, gain firmwide intelligence, and drive revenue with visual dashboards and AI-driven insights.
Learn moreBenefits
Increase engagement, improve processes
The Sofistic.AI platform is designed to centralize all data in an AI-powered platform, allowing you to focus on what matters: your clients.
Platform Overview
Your end-to-end smart wealth management platform
Our wealth management platform is designed to strengthen the relationship and trust between family offices or wealth advisors and their clients. Powered by dynamic cash flow projections, powerful investment simulations, smart notifications, advisors 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
Platform Highlights
Sofi - the intelligence layer behind SofiChat and Sofi Insights
Sofi turns complex data into clear, actionable intelligence. Whether you're reviewing a client or your full portfolio, Sofi connects the dots — surfacing key risks, opportunities, and answers when you need them most.
SofiChat — Ask. Explore. Act.
SofiChat is your conversational AI built for wealth management. Type in natural language — “Which clients are off target on their investment strategy?” or “Who has liquidity concerns this quarter?” — and Sofi instantly delivers clear, structured answers. No filters, no digging, no dashboards — just direct access to the insights buried in your data, when and where you need them.
Sofi Insights — See What Matters, Instantly.
Sofi Insights proactively highlights key risks, opportunities, and recommendations as you work. Whether reviewing a client's balance sheet, assessing asset allocations, or preparing for a meeting, Sofi delivers intelligent observations in context — so nothing slips through the cracks. It’s like having a second set of expert eyes on every portfolio.
Key Features
Unlock the full potential of wealth management
Explore powerful tools, smart insights, and dynamic dashboards designed to streamline wealth management and drive smarter, real-time decisions.
