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
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.
