Empowering financial Institutions with intelligent wealth insights
Sofistic.AI centralizes client data across systems to deliver a full view of total wealth — including off-book assets. Empower advisors, gain firmwide intelligence, and drive revenue with visual dashboards and AI-driven insights.
Highlights
Intelligent Wealth Management for Financial Institutions
Comprehensive visibility, powerful tools, and AI-driven insights to uncover sales opportunities, drive informed decisions, and engage clients effectively.
Empowers financial institutions to unlock new sales opportunities by offering comprehensive visibility into clients' external assets and overall wealth.
Consolidating assets, liabilities, and investments across regions and teams into a comprehensive global wealth investment blueprint.
Empowers financial institutions to anticipate client needs, personalize interactions, and strengthen trust, ultimately driving higher retention and growth.
Showcase sample profiles to prospecting clients, demonstrating holistic wealth visibility across assets, liabilities, and cash flow, along with personalized insight.
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
Platform Highlights
Sofi - the intelligence layer behind SofiChat and Sofi Insights
Sofi transforms firm-wide data into actionable intelligence. From enterprise-level asset distribution to trends in client behavior and wallet share, Sofi connects the dots, surfacing what matters most. It brings clarity to complexity, helping you understand flows, exposures, and opportunities across the entire organization.
Sofi Insights — See What Matters, Instantly.
Sofi Insights proactively highlights key risks, opportunities, and recommendations as you work. Whether reviewing a client's balance sheet, assessing asset allocations, or preparing for a meeting, Sofi delivers intelligent observations in context — so nothing slips through the cracks. It’s like having a second set of expert eyes on every portfolio.
SofiChat — Ask. Explore. Act.
SofiChat is your conversational AI built for wealth management. Type in natural language — “Which clients are off target on their investment strategy?” or “Who has liquidity concerns this quarter?” — and Sofi instantly delivers clear, structured answers. No filters, no digging, no dashboards — just direct access to the insights buried in your data, when and where you need them.
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.
