Scale your practice, not your headcount
Sofistic.AI brings together financial data, CRM, and planning tools into one intelligent interface — giving you a complete view of your clients' total wealth. Let Sofi surface opportunities, trigger proactive outreach, and deepen relationships with clarity and efficiency.
Why Sofistic.AI
Built for the modern wealth advisor
Scale your practice, deepen client relationships, and capture more wallet share — powered by AI intelligence that knows your clients.
See what every client holds elsewhere. Identify off-book assets, coverage gaps, and missed opportunities that drive organic growth across your book of business.
Consolidate assets, liabilities, and investments across custodians, regions, and entities into one comprehensive view — the complete financial picture, always current.
Transform quarterly reviews into weekly value delivery. Sofi proactively surfaces the insights that matter — so your clients experience your expertise 50+ times a year, not 4.
Walk prospects through sample profiles that showcase holistic wealth visibility, AI-driven insights, and interactive dashboards — close new business with a platform that sells itself.
Platform Overview
End-to-end intelligent wealth platform
Sofistic.AI brings together financial data, CRM, and planning tools into one intelligent interface. Every feature is designed for both human interaction and AI-native access — giving you a platform where Sofi can research, analyze, and recommend on your behalf, while you stay in the driver's seat.
- 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
Meet Sofi
Sofi — your always-on analyst for every client
Sofi turns raw data into actionable insights across your entire book of business. Whether you're preparing for a single client meeting or scanning your full portfolio for opportunities, Sofi surfaces what matters — from upcoming mortgage renewals to clients with significant assets held elsewhere.