Sofistic.AI for wealth advisers
Sofistic.AI enables wealth advisers to proactively identify growth opportunities, deepen client relationships, and drive revenue more effectively.
Highlights
Empowering wealth advisers to make informed decisions
Comprehensive visibility, powerful tools, and AI-driven insights to uncover sales opportunities, drive informed decisions, and engage clients effectively.
Empowers wealth advisers to unlock new sales opportunities by offering comprehensive visibility into clients' external assets and overall wealth.
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.
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
Sofistic.AI Wealth Management Platform is an innovative, AI and data-driven solution that enhances the efficiency and decision-making and enables you to deliver superior financial outcomes for your clients.
- 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