Beta · first cohort
We are opening Sophie to a small first group of advisors. You work directly with the people building her, and what you tell us shapes what she becomes.
No data entry · Nothing sent without you · Nothing to rip out
insight · meeting notes (2) · client baseline · open the source
Sophie learns from the meetings, calls, and emails you already have.
Every message waits for your approval. There is no autopilot.
She works alongside the systems you run today.
A brief, an agenda, and a financial snapshot before every meeting. Two minutes to read instead of an hour across five systems.
Email and follow-up drafts in your voice, with recommendations personalized to each client. You review, edit, and send.
A suggested approach for the meeting, behavioural insights, and how to explain a hard topic to this particular client.
Financial summaries and statements a client can actually read, branded with your firm's identity.
Ask her why
The common complaint about AI is not that it gets things wrong. It is that when it gets things right, nobody can tell you how. A recommendation you cannot explain is a recommendation you cannot use, in front of a client or in front of your compliance officer.
So Sophie tells you what she did before she shows you what she made. Every insight traces back to the conversation it came from, and when she is not certain, she says so rather than rounding up.
Two prior drawdowns, and both times she called within a day of the headlines. That comes from your meeting notes, not from a model of an average client. If you saw it differently in the room, tell me and I will work from that.
What the beta is
A small cohort means we can sit with each practice properly. In return we ask for real client work and candid answers, including the ones we would rather not hear.