Elevate your wealth management experience
Sofistic.AI brings together financial data, CRM, and planning tools into one visual interface — giving you a complete view of your clients’ total wealth. Identify opportunities, deepen relationships, and guide decisions with clarity, efficiency, and added value.
Highlights
Empowering wealth advisors 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 advisors 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
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.
