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.
"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."
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Alex Laverdière, Vice-President, Venture Capital, Investissement Québec
"Sofistic has transformed our business. 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."
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Julien J. Portfolio Manager, National Bank
"Before Sofistic, everything lived in Excel. Now we advise on a client's entire wealth portfolio, not just their investments — with insights clients can actually see and understand. That's how we help clients make better decisions with their wealth, not just track it."
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Tristan R, Advisor Banque Nationale
From Sofistic
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Company Insights
Chris Baron, Sofistic CEO, on the future of wealth advice
