· blog
The Modern Data Stack for Advisory Firms (2026 Edition)
Learn what a modern wealth management data stack looks like in 2026 and how leading advisory firms use data infrastructure to improve efficiency, personalization, and growth.
Blog Sofistic.AI
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· blogSofistic.AI Names Christopher Baron Chief Executive Officer
Sofistic.AI appoints Christopher Baron as Chief Executive Officer, Denis Gauthier transitions to Co-Chair of the Board, and Étienne Veilleux, previously Chairman, moves to Executive Chair.
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· blogHow Top Advisory Firms Personalize at Scale Without Hiring More Advisors
Discover how leading wealth management firms use data, automation, and AI to deliver personalized client experiences at scale without increasing headcount.
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· blogSofistic.AI announces its partnership with National Bank Financial
Sofistic.AI is now deployed across advisor teams at National Bank Financial – Wealth Management to support a holistic, technology-enabled advisory experience.
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· blogFrom Insights to Action: Turning Client Data into Revenue Opportunities
Client balances, transactions, holdings, cash positions, and risk profiles are already available in most systems. Yet in practice, this information often remains fragmented, underused, or only reviewed during scheduled reporting cycles.