Sofistic.AI for family offices
Sofistic.AI Wealth Management Platform empowers family offices with an all-in-one platform that transforms how they advise, manage and optimize their wallet share and client's global wealth blueprint.
Highlights
Empowering wealth advisers to make informed decisions
Dynamic tools and personalized insights that drive informed decisions, enhance family engagement, and provide a comprehensive view of wealth and investments.
Consolidating assets, liabilities, and investments across regions and entities into a comprehensive global wealth investment blueprint.
Equip families with tools to make quick, data-driven decisions with short-term forecasts that reflect immediate market conditions or life changes.
Elevate family digital engagement through personalized insights, automated reporting, and interactive dashboards that keep families informed and involved in their wealth management.
Platform Overview
End-to-end smart wealth management platform
Sofistic.AI Wealth Management Platform is an innovative, AI and data-driven solution that enhances the efficiency and decision-making and enables you to deliver superior financial outcomes for your clients.
- 360° Consolidation
Insights on both sides of the balance sheet with dynamic insights and real-time updates
Wealth Dashboard
Data Integration
360° View
- Smart Forecasting
Forecasting that adapts to real-time data across assets, liabilities, coverage, and personal cash flows with scenario simulation
Asset, liabilities & Insurance Data Management
Intelligent Cash Flow Projections
Investment Simulations
- Informed Decisions
Harness the power of data to enhance automation, and decision-making for wealth management professionals
Global Investment Blueprint
Wealth Timeline