Sofia

Meet Sofia: Your AI Employee

Sofia is a private, compliance-focused AI solution designed to automate workflows and save you time. Built to learn your unique context, Sofia integrates seamlessly into your environment without compromising data security or privacy. Experience the power of an AI assistant that adapts to your operations and helps you reclaim hours every week.

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The Hidden Cost of Fragmented Tech Stacks

The Challenges We Address

Sofia solves the operational bottlenecks that slow down B2B professional services firms, from RIAs to family offices and consulting practices.

Time drain from repetitive tasks

Operations leaders spend 5+ hours per person per week on manual data entry, report generation, and administrative workflows that could be automated.

Fragmented technology stacks

Multiple systems that don't communicate create data silos, forcing teams to manually reconcile information across platforms and increasing error risk.

Compliance and security concerns

Professional services firms need AI solutions that meet partner-grade security standards without compromising data privacy or risking co-mingling of client information.

Lack of contextual intelligence

Generic AI tools fail to understand the unique workflows, terminology, and regulatory requirements specific to professional services operations.

Our AI-Powered Solution

A private AI brain in your environment, designed to automate workflows while maintaining complete data privacy and compliance.

Advisor Copilot

AI assistant that understands your workflows and helps automate repetitive tasks, giving your team time back for high-value work.

Workflow Automation

Streamline operations by automating manual processes, reducing errors, and ensuring consistency across your organization.

Contextual Intelligence

Sofia learns your unique business context, adapting to your processes and making intelligent recommendations based on your data.

What Makes Sofia Different

Unlike other AI solutions, Sofia operates in your private environment with zero data co-mingling and no training on your data. Your information stays secure, compliant, and entirely under your control.

Solutions Fit for Your Organization

Choose the plan that fits your needs. All plans include a private environment with zero data training—ensuring your information stays secure.

Essentials

Perfect for small teams ready to own their AI future.

Partner to Begin

Basic AI capabilities included

Email Support

Basic AI automation

Session memory

Model selection (3-5 models)

Document upload & analysis

Prompt library access

Basic coaching frameworks

Private environment

Zero data training

Standard support (48-hour response)

Quantifiable ROI

See the tangible impact Sofia delivers to professional services firms. Based on a 10-person team example.

10-Person Team ROI Analysis

people

Team Size

hours/week

Time Saved Per Person

50+

hours/week

Total Hours Recovered

$130k+

recovered annually

Annual Value

How We Calculate ROI

Sofia automates repetitive workflows, freeing your team to focus on high-value tasks. With an average time savings of 5+ hours per person per week, a 10-person team recovers over 2,600 hours annually—translating to $130,000+ in recovered productivity at an average billing rate of $50/hour.

All plans include a private environment with zero data training, ensuring compliance and security.

Security and Compliance

Sofia is built with enterprise-grade security and compliance at its core, ensuring your data remains private, secure, and fully under your control.

Partner-grade Security

Enterprise-level security protocols and infrastructure designed for professional services firms handling sensitive client data.

Private Environment

Your data stays in your own dedicated environment. No co-mingling with other clients, ensuring complete isolation and control.

Zero Data Training

Sofia never uses your data to train AI models. Your information remains private and is never shared or used for learning purposes.

Compliance-Aligned

Built to meet the stringent requirements of RIAs, family offices, and professional services firms. Designed for regulatory peace of mind.

Certifications and Standards

Sofia adheres to industry-leading security standards and maintains ongoing compliance certifications to meet the rigorous requirements of financial services and professional services firms.

How Sofia Works

Sofia seamlessly integrates into your existing workflows to automate tasks and enhance productivity while maintaining complete data privacy and compliance.

Initial Setup

We deploy Sofia within your private environment and configure it to align with your specific operational context and compliance requirements.

Integration & Training

Sofia learns your workflows, connects to your existing tools, and begins understanding your unique business processes without any data training.

Automation Activation

Sofia starts automating repetitive tasks, providing intelligent recommendations, and acting as a copilot for your team's daily operations.

Continuous Optimization

Sofia adapts and improves over time, continuously learning from your operational patterns while maintaining complete data privacy and security.

Frequently Asked Questions

Find answers to common questions about Sofia's AI solutions, implementation, and support.

Still have questions? Contact our team for personalized answers.

Book Your Sofia Demo