Welcome to Sophie

Welcome! Sophie is your AI assistant, built specifically for financial advisors. Sophie helps you manage your clients, answer everyday questions, and streamline the daily work that keeps your practice running.

What Sophie can do

Sophie is designed to take busywork off your plate so you can spend more time with your clients. Here are a few things Sophie can help with:

• Client overviews — Ask Sophie to summarize a client's situation, recent activity, or upcoming milestones.
• Scheduling assistance — Get a quick look at your day, upcoming meetings, or what's coming up next.
• Document lookups — Find information from connected documents and tools without hunting through folders.
• Team collaboration — Invite colleagues, share context, and keep everyone on the same page.

Who Sophie is for

Sophie is built for financial advisors and the teams that support them. Whether you're an independent advisor, part of a small firm, or on a larger team, Sophie adapts to the way you already work — no technical setup required.

What's next

Now that you know what Sophie is, the next step is getting signed in. Head over to Creating your account to get started.

If you've already been invited and have your login set up, jump ahead to First-time setup.