SofiAI reads a client's full financial picture to surface opportunities, answer questions, and recommend next steps — and every answer traces back to real data and real math, not a guess.
Not a chatbot on a dashboard. An intelligence layer that knows the client.
"SofiAI isn’t a chatbot layered on top of a dashboard. Every answer is tied directly to the client’s balance sheet, cash flow, and calculation engines – the same math you check yourself. Advisors can trace any number back to its source, open the underlying calculation, and see exactly how Sofi got there before they ever bring it to a client."
— Thomas Duriez, Head of Product
The guardrails
What SofiAI won't do
Client data never leaves the platform.
Calculations are mathematical — never AI-generated.
The model operates inside a proprietary, walled environment.
Sofi AI is a feature of Sofistic, not the reason to buy it.
