What's shaping wealth advisory right now

Building AI That Wealth Advisors Trust

FinnoSummit: Sofistic Heads to Mexico with Canada's First Fintech CTA Cohort

Sofistic names Christopher Baron CEO

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.

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.