Sofistic.AI
HQ Address
1-90 Rue Queen, Montreal, QC H3C 6X4, Canada
Website Address
Business introduction
Sofistic.AI empowers advisors and family offices to see the full picture of their clients’ wealth. Our AI-driven platform centralizes data across accounts, assets, and entities—enabling smarter strategies, deeper relationships, and better client outcomes
Sofistic.AI replaces spreadsheets and costly, complex platforms with a single, intelligent interface for total wealth management. Advisors and family offices gain a 360° view of client wealth—simplifying data, revealing insights, and elevating every conversation
Sofistic.AI is a wealth-tech platform that replaces spreadsheets and complex, expensive systems with a single, intelligent solution for total wealth management. Designed for family offices, RIAs, and financial institutions, Sofistic.AI centralizes all client data—across accounts, portfolios, and private assets—into one visual interface. Powered by AI, it transforms fragmented information into clarity and actionable insight, helping advisors simplify complexity, uncover opportunities, and deliver smarter, more transparent financial guidance.
Sofistic.AI Solutions
Smart Wealth Platform
For wealth advisors, family offices — and the institutions behind them Sofistic.AI empowers you with a digital-first platform that unifies client data across financial planning tools, CRM systems, and custodians — giving you one place to visualize, analyze, and act on your clients’ total wealth picture. Wealth advisors Sofistic.AI centralizes information from your......
business needs
- Client Engagement & Management
- Financial & Retirement Planning
- Portfolio & Wealth Management Systems
