Audience

Financial Management platform for anyone wanting to take control of their financial future

About SoFi

All-in-one investing that’s easy to use. Build confidence as an investor. Trade stocks and ETFs, buy crypto, or start automated investing. SoFi Money® is a cash management account that charges no account fees to save, spend, and earn cash back rewards when you spend on brands you love. Earn 2% unlimited cash back when you redeem it* to save, invest, or pay off loans in an eligible SoFi account-plus there’s no annual fee. Fixed interest rates start at 2.99% APR* with autopay. Flexible repayment options. No fees. No nonsense. Get pre-qualified in two minutes. All online. The first step in getting your money right is knowing your score. Track your credit and your money—all in one app. Take care of yourself and your family with our full suite of insurance offerings, including fast and easy life insurance through ladder. Lantern by SoFi lets you compare PPP offers from a network of lenders to help ease your small business burden.

Integrations

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Company Information

SoFi
Founded: 2011
United States
www.sofi.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Support
Phone Support
Online

SoFi Frequently Asked Questions

Q: What kinds of users and organization types does SoFi work with?
Q: What languages does SoFi support in their product?
Q: What kind of support options does SoFi offer?
Q: What other applications or services does SoFi integrate with?
Q: Does SoFi have a mobile app?
Q: What type of training does SoFi provide?

SoFi Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting

SoFi Additional Categories