Solution introduction
Empowering wealth advisors through technology, insights, and trust
An AI native platform, powered by Sofi, helping wealth advisors make smarter decisions, enhance client relationships, and grow their practice with confidence
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 financial systems, CRM, and planning tools into one intuitive interface — giving you a complete view of your clients’ total wealth. Identify opportunities, deepen relationships, and guide decisions with clarity, efficiency, and added value.
Family offices
Sofistic.AI replaces spreadsheets with a single, visual platform for total wealth management. Gain a 360° view of client portfolios — including private assets, businesses, insurance, and real estate — to deliver insights, optimize decisions, and provide peace of mind with simplicity and transparency.
Financial institutions
Sofistic.AI centralizes client data across systems to deliver a full view of total wealth — including off-book assets. Empower advisors, gain firmwide intelligence, and drive revenue with visual dashboards and AI-driven insights.
