Smart Wealth Platform
Empowering wealth advisors through technology, insights, and trust
An AI-powered platform with data-driven insights that help wealth advisors streamline workflows, enhance client relationships, and drive long-term success.
Who is it for?
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.
Learn moreFamily 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.
Learn moreFinancial 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.
Learn moreBenefits
Increase engagement, improve processes
The Sofistic.AI platform is designed to centralize all data in an AI-powered platform, allowing you to focus on what matters: your clients.
Platform Overview
Your end-to-end smart wealth management platform
Our wealth management platform is designed to strengthen the relationship and trust between family offices or wealth advisors and their clients. Powered by dynamic cash flow projections, powerful investment simulations, smart notifications, advisors can confidently guide clients and foster meaningful discussions, allowing their clients to achieve lasting financial success.
- 360° Consolidation
Comprehensive 360 dashboard providing insights on both sides of the balance sheet with dynamic insights and real-time updates
- Smart Forecasting
Forecasting that adapts to real-time data across assets, liabilities, coverage, and personal cash flows with scenario simulation
- Informed Decisions
Harness the power of data to enhance automation, and decision-making for wealth management professionals
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.
