The wealth management industry is on the cusp of a generational shift. Over the next two decades, trillions of dollars are expected to transfer from Baby Boomers to Millennials and Gen Z, a transition that will redefine the client landscape for financial advisors and institutions alike.
We are thrilled to announce that Sofistic.AI has successfully achieved SOC 2 Type II certification, a major milestone that reinforces our dedication to the highest standards of security, availability, and data privacy.
In today’s competitive wealth management environment, performance alone is no longer enough to retain clients. Investors—especially younger generations—expect a deeper, more personalized relationship with their advisors.