For wealth advisors & their clients

Turn clarity into revenue

Sofistic's financial data platform turns your client's full financial picture into opportunities that grow their wealth — and your AUM.
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Most advisors only see what's on their books

Sofistic finds what's missing — held-away assets, outside accounts, insurance, real estate — so you build a plan around the whole picture, not just your slice of it.

The Proof

One team. Twelve months.
$115M in net-new assets.

One Banque Nationale team used Sofistic to grow the book — $90M in credit-utilization uplift and two new clients.

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client data aggregation for wealth advisors

Plan, show, and grow their wealth.

360 dashboard

Get a 360 view

See every asset, on-book and off-book.
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Simulations

Model options

Stress-test scenarios to find a client’s best next move.

Cashflow

Surface capital

Surface uninvested cash and available credit.

Client portal

Stay on track

Keep every account aligned to the plan you build together.

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Trusted by others like you

Why advisors
love Sofistic

"Artificial intelligence is an essential tool for driving productivity across industries, and Sofistic.AI applies that principle directly to wealth management. Our investment through the Fonds Impulsion supports the company at a critical moment — as it moves from R&D into full commercial deployment."
—
Alex Laverdière, Vice-President, Venture Capital, Investissement Québec
"Sofistic has transformed our business. Unlike static planning tools, it's a live intelligence layer that consolidates complex, multi-custodian assets and gives clients a clear view of their wealth. It's an invaluable tool for KYC reviews and succession planning, allowing me to build a complete picture of a client's financial and family landscape."
—
Julien J. Portfolio Manager, National Bank
From Sofistic

News & insights

Company News

SofisticAI named one of the Best Workplaces for Startups!

For a 3rd year in a row, SofisticAI has been named to the 2026 Best Workplaces for Startups list by Great Place to Work®.

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Company Insights

Building AI That Wealth Advisors Trust

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Company News

FinnoSummit: Sofistic Heads to Mexico with Canada's First Fintech CTA Cohort

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