Save hours with automated, compliant meeting outputs – built for financial advisers, powered by SOFI Codex™.
From the moment a meeting starts to the final signed-off report, SOFI handles the admin so you can focus on what matters – your clients.
SOFI captures conversations and turns them into ready-to-use reports – no reformatting, no retyping. Free up hours of post-meeting admin while maintaining precision, speed and professional polish.
SOFI applies built-in logic flags and custom checklists to catch gaps, ensure completeness, and guide best practice. Choose from a library of FCA-aligned templates – or build your own.
Forget typing notes or relying on memory alone: focus on the real conversations. SOFI turns spoken advisory meetings into structured, high-trust outputs – helping you deepen relationships, not just tick boxes.
In finance, generic AI simply isn't enough. You need intelligence that speaks your language – with precision, authority, and unwavering compliance. That's why SOFI is powered by SOFI Codex™.
No complex setup. No IT department required. SOFI is designed to work the way advisers actually work.
Use the SOFI mobile app, access via desktop, or let SOFI join your Teams, Zoom, or Google Meet call automatically.
SOFI Codex™ reviews, transcribes, identifies speakers, extracts key points and flags any compliance requirements.
A structured suitability report, meeting notes and client letter appear in your dashboard within minutes.
Approve, edit and send to your client or CRM. Every output is stored securely with a full audit trail.
Truly transformative. The output SOFI generates is top quality and has saved us enormous amounts of time. I now have no backlog and I have time to think rather than feel that I am a hamster on a wheel. I wouldn't be without it.
The accuracy of meeting summaries and quality of follow-up letters have significantly reduced our admin workload and improved consistency across all client communications. SOFI has enabled our team to spend more time on what matters.
We're a multi adviser practice and we think it saves each adviser around an hour per meeting. Head up speaking with the client instead of trying to capture notes. Easy to use. Fairly priced. Great support. Big fan here.
It is an incredible piece of software and the team behind it are incredible. It is now an integral part of my business. I couldn't imagine going back to how things were before.
An almost impossibly useful tool for my day-to-day activities as a Chartered Financial Planner in the HNW space. The team are ever supportive, highly-responsive and forever iterating in fashion tailored to customer feedback.
By creating accurate, structured notes it gives us more time to focus on meaningful conversations that truly support clients' confidence around money. Impressively, SOFI has never been late or taken a day off!
AI is reshaping financial advice – reducing admin, improving compliance, and putting advisers back in front of their clients.
Across the advice sector, capacity pressure is routinely framed as a recruitment problem. Stuart argues the real bottleneck is systemic – and that technology is the only sustainable path out of the admin trap that is holding firms back from growth.
Read article →Why consistent process – not occasional brilliance – is the foundation of a scalable advice firm. Stuart on how the best advisers build repeatable quality into every client interaction, and why that discipline is what separates good firms from great ones.
Read on LinkedIn →Stuart explores how AI can create a feedback loop that coaches advisers in real time – improving the quality of every client meeting and helping firms raise standards consistently across their entire team, not just their top performers.
Read on LinkedIn →Not all AI is equal. Stuart explains why SOFI is built on Codex – mallowstreet's proprietary intelligence engine trained on years of real regulated advice dialogue – rather than the generic large language models that power off-the-shelf tools.
Read on LinkedIn →Templates offer efficiency – but at what cost? Stuart examines when process standardisation helps advice firms scale, and when it starts to undermine the quality and personalisation that clients expect and regulators demand.
Read on LinkedIn →AI is moving from being a tool advice firms buy to infrastructure they embed. But procurement conversations are not catching up. Stuart sets out the five questions every adviser should be asking before signing up to any AI platform.
Read article →The UK's leading voices in pensions, insurance, wealth and investment – step out from behind the headlines. Hosted by Stuart Breyer.
Speak to one of our team and see how SOFI can transform your practice. Provide your details and a member of our team will be in touch.