Sofistic.ai

Sofistic.AI’s Wealth Management Platform provides a comprehensive, data-driven solution that seamlessly integrates individual Investment Policy Statements (IPS) into a holistic Global Wealth Policy, empowering wealth advisors to make short-term, real-time decisions and long-term strategic plans. With aggregated global wealth views, dynamic cash flow management, and powerful day-to-day simulations, our platform enables actionable insights through intuitive, purpose-built tools. Designed for ease of use and efficiency, it eliminates manual errors, streamlines onboarding. Sofistic.AI was built with the mindset to enhance client engagement, optimizes decision-making with true data-driven models, helping wealth advisors save time and elevate their services.