Related Products
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About
Our enterprise-class platform automates the collection of data from all your business systems, and allows you to view operational and financial information most important to you in one place, in engaging data visualizations that are easy to understand and act upon. No extensive training, no investment in expensive hardware; just real-time access to all the information you need, in flexible and configurable workspaces. IGXITE’s user access and permissions ensures the right information gets to the right people at the right time. Take the guesswork out of your decision making process by arming your teams with real-time information to make data-driven, insightful decisions. Integrate all your business systems in one platform so you get the full picture of your business operations, financials and future planning. A comprehensive modular suite of business intelligence products composed of the intelligence center, financial reporting and budgeting & forecasting modules.
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About
Sofistic.AI is an AI-native smart wealth management platform that centralizes and analyzes financial data to give wealth advisors, family offices, and financial institutions a unified, visual view of their clients’ total wealth across accounts, custodians, planning tools, and off-book assets, replacing spreadsheets and fragmented systems with dynamic dashboards, interactive insights, and real-time intelligence. It consolidates both sides of the balance sheet into a 360° wealth dashboard that displays liquid holdings, private assets, businesses, insurance, real estate, liabilities, and cash flows, while smart forecasting tools project future trajectories using real-time data and scenario simulations to support informed decisions. Sofistic.AI augments human expertise with AI-driven insights via Sofi, surfacing key risks, opportunities, and recommendations proactively, and SofiChat, a natural-language conversational assistant that lets users query their data in plain language.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Cloud-based business intelligence and corporate performance management for businesses
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Audience
Wealth advisors, family offices, and financial institutions that need to centralize client financial data, generate insights, and support smarter decision-making
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationIGXITE
United States
igxite.com
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Company InformationSofistic.AI
Founded: 2023
Canada
www.sofistic.ai/
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Categories |
Categories |
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Business Intelligence Features
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
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Integrations
No info available.
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Integrations
No info available.
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