Sofistic.AI Blog

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.

In today’s digital-first advisory environment, wealth firms are investing in more tools than ever—client portals, CRM platforms, performance dashboards, compliance systems, and more.

Every day, wealth advisors toggle between a dozen systems—each holding part of the truth, none providing the full picture. The result? Delayed decisions and missed opportunities.