Sofistic.AI for wealth advisers

Sofistic.AI enables wealth advisers to proactively identify growth opportunities, deepen client relationships, and drive revenue more effectively.

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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.

Share of wallet as sales opportunity

Empowers wealth advisors to unlock new sales opportunities by offering comprehensive visibility into clients' external assets and overall wealth.

Global wealth and investment blueprint visibility

Consolidating assets, liabilities, and investments across regions and entities into a comprehensive global wealth investment blueprint.

Immediate financial decision engine

Equip families with tools to make quick, data-driven decisions with short-term forecasts that reflect immediate market conditions or life changes.

Sofistic.AI as a business development tool

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.

  1. 360° Consolidation

    Insights on both sides of the balance sheet with dynamic insights and real-time updates

    Wealth Dashboard

    Data Integration

    360° View

  2. 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

  3. Informed Decisions

    Harness the power of data to enhance automation, and decision-making for wealth management professionals

    Global Investment Blueprint

    Wealth Timeline

Drive financial success for
your clients