Sofistic.AI Blog

Dec 10, 2025 · blog

The Family Office Communication Playbook: Using Interactive Visuals to Connect With Multi-Generational Stakeholders

As wealth transitions from one generation to the next, decision-making becomes more complex and expectations for transparency, engagement, and digital fluency continue to rise. The next generation of stakeholders is not only more technology savvy but also expects data to be visual, interactive, and easy to understand.

Nov 26, 2025 · blog

Cybersecurity and Governance for WealthTech Platforms in the Age of AI

The growing reliance on data-driven systems offers immense potential, from predictive analytics to hyper-personalized advice, but it also raises urgent questions about how firms protect sensitive information and ensure ethical AI use.

Nov 5, 2025 · blog

An AI-Powered Day in Wealth Management: How Advisors Can Reduce Administrative Burden and Focus on Clients

Wealth advisors spend much of their time managing paperwork, reconciling data, and dealing with operational tasks. Artificial intelligence offers a practical answer.