Manager diligence, two ways

Committee is on the calendar and the manager list keeps growing. That's where the analyst weeks go.

Without SofiaWith Sofia

Analysts research each manager from scratchSofia researches every manager into your template

Every analyst's write-up looks a little differentEvery record follows your firm's standard

Figures retyped by hand from filingsEvery figure linked to its source

Smaller managers get a lighter lookEvery manager gets the full review

Seniors recheck whole files before committeeYour research lead reviews and signs off

Work Sofia already delivers for advisors

From client work, each in the firm's own format, with a person approving before anything goes out.

PDF
Client-activity report on an advisor's whole bookEvery Monday, without anyone asking
DOCX
Letters and filings across related entitiesDozens of them, each in the format its institution requires
DOCX
A trust memo in 10–15 minutesIt used to take an hour or more of typing

“The hit by the bus story that I've lived with for 40 years is going away ever so quickly, because Sofia is now the repository for all of this stuff.”

Partner, Sofia client

The advisory week, with Sofia in it

Alongside diligence and committee work, Sofia keeps the recurring work moving without anyone asking.

Every day
Client records kept current
Contact details, life events and next steps updated in your CRM from emails and calls, so nobody re-keys them.
After each client meeting
Notes, tasks and the CRM
Notes, follow-ups and the CRM update drafted, ready for the advisor to approve before anything is saved or sent.
Before each review
The review pack
Activity, open items and the agenda pulled into your review template, with a brief for the advisor.

Review prep at the same high standard for every client

Good review prep shouldn't depend on which advisor holds the account. Sofia learns it once for everyone.

Each advisor with their own AI

Each advisor prompts a chatbot their own way
The best review prep lives in one folder
New associates learn the book by asking around

Sofia, taught once

Your best advisor shows Sofia the review once
It becomes a skill every advisor runs
Every client gets the same careful preparation

Sofia prepares. Your advisors decide.

Sofia does the volume inside the systems you already run. Advice, decisions and money movement stay with your people.

Works in your systems: Redtail, Wealthbox, Addepar, Schwab, Salesforce, Outlook, Excel, DocuSign, Box and SharePoint, all connected.
Advice stays with advisors: Sofia prepares research, memos and paperwork. Recommendations to clients come from your advisors.
Money moves under your controls: Account decisions, and anything that moves money, stay with your people and your controls.
Approval before anything goes out: Client emails and CRM updates can wait for a person's approval, workflow by workflow.
Your IT lead agrees access: Nothing connects until IT agrees. Anything on your never-touch list stays out.
Never used to train AI: Client data isn't used to train AI models, by us or by our model providers.

Where advisory and wealth firms start

Each page shows the work step by step, the systems involved and who approves what.

Questions firms ask

Can Sofia handle paperwork across related entities?

Yes. Sofia prepares letters, filings and acknowledgments across related entities, each in the format its institution requires. A person at your firm reviews every document before it's signed or sent.

Does Sofia give investment advice?

No. Sofia supports your advisors' analysis with research, memos, review materials, reconciliations and paperwork. Advice to clients stays with your advisors, and anything that moves money stays under your controls.

How accurate is the diligence and reconciliation work?

Sofia checks her sources, flags gaps instead of guessing, and links every figure to the document it came from. A person at your firm does the final review before anyone relies on the work.

Is our clients' data used to train AI models?

No. Your firm's data isn't used to train AI models, in our systems or by the model providers we use. Nothing connects until your IT lead agrees the access, and anything on your never-touch list stays out.

Does Sofia connect to our custodians and CRM?

Sofia works with more than 800 business systems, including Redtail, Wealthbox, Addepar, Schwab, Salesforce, Outlook and DocuSign. We set up the ones your firm uses, and we build the actions your firm needs on a connected system within a month.

See your firm's version

Score your firm to see where your analysts' hours go. Bring your manager list and review calendar when you talk to our team.

Score your firm Talk to our team

Diligence on every manager, on your own templates.