An AI intelligence layer
for wealth advisors
Turn clarity into revenue
Book a demoCan your clients see their whole picture?
Spreadsheets and single-purpose tools only show segmented snapshots. Sofistic brings a client’s full wealth into one view — and shows them what’s possible.
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.
Read the case studyThe intelligence layer
Plan, show, and grow their wealth.
360 dashboard
Get a 360 view
See every asset, on-book and off-book.
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.
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 my business. Unlike static planning tools, it's a live intelligence layer that handles complex, multi-custodian assets and gives clients a clear, consolidated view of their wealth. That visibility into outside wallet share is a clear path to AUM growth — and it's what makes me the indispensable advisor."
—
Julien J. Portfolio Manager, National Bank
"Before SofisticAI, 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."
—
Tristan R, Advisor Banque NationaleJohn Doe, CEO, National Bank
From Sofistic
News & insights
Company News
Sofistic names Christopher Baron CEO
Sofistic.AI appoints Christopher Baron as Chief Executive Officer, Denis Gauthier transitions to Co-Chair of the Board, and Étienne Veilleux, previously Chairman, moves to Executive Chair.
Partnership
Sofistic partners with National Bank Financial
Sofistic.AI is now deployed across advisor teams at National Bank Financial – Wealth Management to support a holistic, technology-enabled advisory experience.
Regulatory
Sofistic.AI Raises $6.8M Seed Round in Strategic Partnership with Fonds Impulsion
New rules will require advisors to show clients the full dollar cost of their advice.
