Solution introduction
The Institutional Intelligence for Finance AI
In finance, generic AI simply is not enough. You need intelligence that speaks your language—with precision, authority, and unwavering compliance. That's why SOFI is powered by SOFI Codex™
Institutional grade foundation
SOFI Codex™ is our proprietary knowledge engine, built on decades of deep sector expertise and the collective wisdom of financial best practices.
Unrivalled contextual precision
It uniquely understands and preserves the true intent, tone, and nuance of complex financial dialogues, beyond just the words.
Embedded compliance ethics
Outputs are guided by strong regulatory understanding and ethical principles, fostering confident compliance.
Scalable institutional expertise
Distribute consistent, world-class financial intelligence across your entire organisation, from individual advisers to CIOs.
