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Platform

Turn scattered client data into tailored advice

KEY FEATURES

From assets under management to
assets under visibility.

360° ASSET VIEW

See the client’s full financial picture.

One clear view of net worth, including assets, liabilities, and available capital, every account, entity, and asset class, from public portfolios to private funds, real estate, and direct investments.
  • Group accounts and entities by household
  • Track alternative assets alongside traditional holdings
  • Spot the accounts sitting on uninvested cash
CLIENT INSIGHTS

Never miss the client who needs you next

See your whole book at a glance, with timely alerts on who needs attention and why.
  • Know when a client’s mortgage is up for renewal
  • See shifts in liquidity or asset mix in real time
  • Flag drift from the investment blueprint
INVESTMENT BLUEPRINT

Keep every portfolio true to plan

Turn clients’ agreed-upon wealth strategy into a living reference point, so you always know where a portfolio stands against where it should be.
  • Set the targets that matter and define risk thresholds for every client
  • Get alerted the moment drift happens with real-time alerts that flag deviations from the blueprint
  • Apply blueprints across legal entities for granular oversight, no matter how complex the client structure
Simulations

Identify and evaluate revenue-generating strategies

Model any decision and see its year-over-year impact.
  • Put two paths side by side instead of describing them
  • Build scenarios based on your client's profile
  • Stress-test ideas together, in real time
Cashflow

Uncover money your clients don't even know they have

Map a client's inflows, outflows, and borrowing capacity, by year or quarter.
  • Replace hours of Excel modeling with dynamic projections
  • Surface surplus cash and evaluate where to invest it
  • Model credit strategies to anticipate cash flow gaps
Balance Sheet

See the wealth you've helped build, not just the returns

A quarterly record of a client's full balance sheet, over time.
  • Put a number on the advisor value that lives outside the portfolio
  • Turn annual reviews into a decade-by-decade record
  • Give long-tenured clients a visual record of years of decisions
ESTATE TAX

Know the tax bill before clients find out the hard way

Answer the question every estate conversation starts with: how much tax is due at death?
  • Flag missing information before you're in front of the client
  • Identify liquidity gaps before they become problems
  • Have the critical numbers on hand to give families peace of mind
AI Assistant - SOFI.AI

An AI that knows the client as well as you do

SofiAI reads a client's full financial picture to surface opportunities, answer questions, and recommend next steps.
  • Get proactive alerts on opportunities and risks
  • Ask SofiAI any question, get an answer in plain language
  • SofiAI recommends. You decide.
See what SofiAI can do for you
ALSO INCLUDED

Built to fit the way your firm already works.

Custodian and data integration
Institutional
dashboard
Client portal
Performance Reporting & PDF client reports
Multi-currency
support
Multi-Lingual
"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 Insights

Chris Baron, Sofistic CEO, on the future of wealth advice

Read more
Company Insights

What Mexico City taught us about trust, AI, and family wealth

Read more
Company News

SofisticAI named one of the Best Workplaces for Startups!

Read more

Guidance they can see. Trust that grows.

Sofistic turns what you already know about a client into something you can show them, backed by data, and easy to explain in the room.

Trust & security

Built for the standards wealth management requires

SOC 2 Type II
Bank-grade encryption
Role-based access

Common
Questions

Does this replace my CRM?
How long does implementation take?
Is client data secure?
Does SofiAI make decisions for me?

See it on your own book

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