Sofistic.AI for family offices
Sofistic.AI replaces spreadsheets with a single, visual platform for total wealth management. Gain a 360° view of client portfolios — including private assets, businesses, insurance, and real estate — to deliver insights, optimize decisions, and provide peace of mind with simplicity and transparency.
Highlights
Empowering family offices to make informed decisions
Dynamic tools and personalized insights that drive informed decisions, enhance family engagement, and provide a comprehensive view of wealth and investments.
Consolidating assets, liabilities, and investments across regions and entities into a comprehensive global wealth investment blueprint.
Equip families with tools to make quick, data-driven decisions with short-term forecasts that reflect immediate market conditions or life changes.
Elevate family digital engagement through personalized insights, automated reporting, and interactive dashboards that keep families informed and involved in their wealth management.
Platform Overview
End-to-end smart wealth management platform
Bridge the gap between conversations and real-time insights, offering a visually engaging experience that resonates with today’s clients. From liquid and non-liquid assets to private businesses, insurance, leverage, and global holdings, our platform delivers a holistic view of your clients' financial lives.
- 360° Consolidation
Insights on both sides of the balance sheet with dynamic insights and real-time updates
Wealth Dashboard
Data Integration
360° View
- Smart Forecasting
Forecasting that adapts to real-time data across assets, liabilities, coverage, and personal cash flows with scenario simulation
Asset, liabilities & Insurance Data Management
Intelligent Cash Flow Projections
Investment Simulations
- Informed Decisions
Harness the power of data to enhance automation, and decision-making for wealth management professionals
Global Investment Blueprint
Wealth Timeline
Key Features
Unlock the full potential of wealth management
Explore powerful tools, smart insights, and dynamic dashboards designed to streamline wealth management and drive smarter, real-time decisions.
