What will you do with all your extra time?

By automating and perfecting the most time-consuming Asset Management tasks, you’re freed up to do what you do best. 

No more scribbling

Give your undivided attention to your clients. Let SOFI capture every word, every nuance.

Every meeting recorded, remembered, revisitable

Access a shareable library of all your meetings, easily sorted, analysed, and interpreted for immediate or future insights.

Converse to convert

The perfect follow up is yours with actionable insights at the push of a button.

No more hearsay.
Here’s what you did say

Analyse and interpret the conversation though 6 fundamental investment lenses. Find out if you landed your points on the product features you need to communicate.

Play the hits, 
learn from the misses

Access all your previous meetings and batch them into product focus. Sync them with your CRM to understand where you’re winning, and what might need work.

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