+
+

Related Products

  • Martus
    160 Ratings
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website
  • SAP S/4HANA Cloud Public Edition
    4,513 Ratings
    Visit Website
  • D&B Credit Insights
    Visit Website
  • InEight
    136 Ratings
    Visit Website
  • ChatD&B
    Visit Website
  • RouteGenie
    49 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Pipedrive
    10,456 Ratings
    Visit Website
  • Float
    3,716 Ratings
    Visit Website

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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Cloud-based business intelligence and corporate performance management for businesses

Audience

Wealth advisors, family offices, and financial institutions that need to centralize client financial data, generate insights, and support smarter decision-making

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

IGXITE
United States
igxite.com

Company Information

Sofistic.AI
Founded: 2023
Canada
www.sofistic.ai/

Alternatives

Alternatives

M2Advisor

M2Advisor

M2Wealth
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Mercur Business Control

Mercur Business Control

Mercur Solutions
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Categories

Categories

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

Integrations

No info available.

Integrations

No info available.
Claim IGXITE and update features and information
Claim IGXITE and update features and information
Claim Sofistic.AI and update features and information
Claim Sofistic.AI and update features and information