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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.

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.