Sofiai Reviews 

We’ve been using SOFI for AI-powered meeting support and automated letter production and the impact on our business has been paramount! The accuracy of the meeting summaries and the quality of the follow-up letters have significantly reduced our admin workload and improved consistency across all client communications.

The support from the SOFI team has also been exceptional. Colin, in particular, has been incredibly helpful and highly knowledgeable when it comes to how to craft prompts and creating bespoke letter templates tailored to our needs.

SOFI has enabled our team to spend more time focusing on client relationships and delivering advice, rather than paperwork and note-taking. We couldn’t recommend it highly enough!

SOFI has revolutionised my day to day business - It is an incredible peace of software and the team behind it are incredible - It is now an integral part of my business.

Saving me average of 45 minutes post meeting for my notes, brilliant tool that is on the whole very accurate.

It has changed the way I work and created capacity by substantially reducing the time I take writing up notes.

It has made me so much more efficient and I would not want to be without it.

Transformed our processes!

Really helpful team willing to guide you through all processes.

the company is really easy to work with and operates with common sense which is really valuable when you're running a busy business yourself.

Having been a Sofi user for a few months now, I can attest to the fact that it is truly transformative. The output Sofi generates for our clients is top quality and has saved us enormous amounts of time and effort. I now have no backlog and I have time to think rather than feel that I am a hamster on a wheel. One of my colleagues mentioned earlier that he had an introductory meeting with one of the Sofi team this afternoon and asked me what my user experience had been. I simply responded by saying it was the biggest ‘game changer’ I have encountered in years, and that he should sign up straight away. The support team are very amenable and helpful. I wouldn't be without it.

SOFI is simply amazing!! it is easy to use, records meetings accurately with comprehensive notes provided at the end, which can be tailored into a letter to send to the client. It saves HOURS!! Couldn't be without SOFI now. Also, the support staff are really helpful and so efficient too... just overall SOFI is great from the people to the tech 10/10

SOFI has been great in helping my team and I save time following meetings and increasing the quality of our service and outcomes; It's easy to use and the support team are friendly, helpful and responsive.
We look forward to the new features and developments continuing to be rolled out.

SOFI has significantly reduced our admin time by automatically analysing meetings, capturing key points and generating clear, FCA-aligned documentation. For a regulated environment, having an AI tool that delivers consistent, accurate outputs has made a real difference to our workflow and compliance processes.

Customer support has also been excellent, Colin in particular is always responsive, knowledgeable and genuinely helpful.

Overall, SOFI has streamlined how we manage and evidence client conversations, boosting both efficiency and confidence. Highly recommend this tool to any wealth management firm!

Sofi is excellent, I use it for summarising my client's financial vision, taking detailed meeting notes and producing post review letters! Since using Sofi I have saved hours and I wouldn't be without it. Highly recommend.

Absolute game changer, saves so much time and writes a letter far more eloquently than I can!!

SOFI itself is an almost impossibly useful tool in running my day-to-day activities as a Chartered Financial Planner specialising in the HNW space.

Further the team are ever supportive, highly-responsive and forever iterating in fashion tailored to customer feedback.

I couldn't be happier.

We’ve been using SOFI for a while now, and it’s become an integral part of how we deliver financial wellbeing to our clients. By simplifying our meetings and creating accurate, structured notes, it gives us more time to focus on meaningful conversations that truly support clients’ confidence and peace of mind around money. It hasn’t just improved the quality of our service, it’s made the job more enjoyable too. The support from the SOFI team has been excellent — and impressively, SOFI has never been late or taken a day off! We can’t imagine working without it now.

Excellent tool for our business, with very good customer service and support.

SOFI has been a great productivity tool for Advisers and has streamlined our admin processes. It has already saved us hundreds of admin hours and this will continue as we make better use of the full functionality.

Simple to use; powerful output; and a team that is friendly and accessible for support. Integrating SOFI into our process has reduced hours spent, increased the quality of our outputs, and helped with creating better client outcomes

Sofi has improved the service i give to my clients and saved my business money, as a consequence this will allow me to scale cost effectivly.. Oh and so far she has never been late, had a day off!!

We've been using SOFI since May and it's become an integral part of our advice and follow up process.

We're a multi adviser practice and we think it saves each adviser around an hour per meeting, saves the back office and hour and creates a much more personal client experience. Head up speaking with the client instead of trying to capture notes.

Can't rate SOFI enough. Easy to use. Fairly priced. Great support when needed.

Big fan here.

SOFI has transformed our business, recording client meetings, creating comprehensive meeting notes and a draft follow up that can be sent to the client. It keeps us safe by having a recording of all interactions. Thanks!