WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
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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.

About

WealthERP is a comprehensive wealth management platform designed for financial advisors, investment firms, and institutions to efficiently manage multi-asset portfolios. It offers seamless portfolio tracking, financial planning, and investment analysis, helping professionals make data-driven decisions. With intuitive dashboards, client management tools, and reporting capabilities, WealthERP simplifies wealth management, enhances efficiency, and ensures compliance with financial regulations.

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

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

Audience

Financial Advisors & Wealth Managers, Investment Firms & Portfolio Managers, Banks & Financial Institutions, HNWIs (High-Net-Worth Individuals), Family Offices

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

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

Company Information

Ampsys Consulting Pvt Ltd.
www.wealtherp.net

Alternatives

M2Advisor

M2Advisor

M2Wealth

Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
BITA Risk

BITA Risk

corfinancial
MoneyWare

MoneyWare

Miles Software (EbixCash)
M2Advisor

M2Advisor

M2Wealth
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Categories

Categories

Integrations

No info available.

Integrations

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