Empower every advisor 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.
Why Sofistic.AI
Firmwide intelligence for financial institutions
Empower your advisor network, capture off-book assets, and drive retention across the enterprise — with AI-native insights and full audit trails.
Gain visibility into assets held outside your institution across your entire client base. Surface wallet share gaps and capture opportunities at scale.
Consolidate client data across teams, regions, and systems into one comprehensive intelligence layer — giving leadership a complete picture of wealth under management.
Give every advisor AI-powered intelligence that drives proactive client outreach, personalized recommendations, and retention — without adding headcount.
Equip your sales teams with interactive demo profiles that showcase the platform's value. From balance sheet visualization to AI insights, give prospects an experience that closes deals.
Platform Overview
End-to-end intelligent wealth platform
Unify client data from across your organization into a single intelligence layer. Sofistic.AI gives every advisor AI-powered insights while providing leadership with firmwide visibility into wallet share, off-book assets, client engagement patterns, and growth opportunities.
- 360° Consolidation
A complete view of both sides of the balance sheet — assets, liabilities, and their relationships — with real-time updates and dynamic insights
Wealth Dashboard
Data Integration
360° View
- Smart Forecasting
Dynamic projections that adapt to real-time data across assets, liabilities, coverage, and personal cash flows — with scenario simulation built in
Asset, liabilities & Insurance Data Management
Intelligent Cash Flow Projections
Investment Simulations
- Informed Decisions
Turn data into action — from global investment blueprints to wealth timelines, every insight drives smarter decisions and better conversations
Global Investment Blueprint
Wealth Timeline
Trust & Security
Your clients' data never leaves
In wealth management, client data — holdings, tax situations, estate plans, risk tolerances — can't be shared with general-purpose AI tools. That's not a limitation. It's your protection.
Your data stays yours
Sofistic.AI is built from the ground up to be a secure home for your clients' most sensitive data — holdings, tax situations, estate plans — so you can aggregate everything in one place with confidence.
Every recommendation, audit-ready
Full audit trail on every AI-generated insight — what data was used, what Sofi recommended, what the advisor reviewed and modified. Built for a world where regulators will scrutinize AI in financial advice.
SOC 2 Type II certified
Bank-grade security with strict access controls. We meet the highest standards so you can focus on your clients, not your compliance checklist.