Liability Planning
as a Service

FOR FINANCIAL ADVISORS

Sora’s AI debt optimization software helps 600+ financial advisors wow clients and win proposals

  • Delight and retain clients

    Get clients the best rates on new and existing home, auto, student, and personal loans

  • Win more client proposals

    Stand out to prospective clients by actively managing their personal balance sheet

  • Increase client referrals

    Grow your business by saving client’s money via Sora’s insights and lender ecosystem

Just need to support client lending?

Use Sora for seamless loan pricing and execution

We work with top advisors at

Meet the Team

83% of clients expect their financial advisor to provide debt management...

Only 3% of advisors deliver. Let Sora Finance bring your financial advisory to the next level.

Sora is the debt expert.
You are the client superhero.

  • Quickly scan clients’ liabilities, refinance and new loan opportunities, and credit health.

  • Download reports to engage clients on their debt. Hyper-personalized debt optimization strategies.

  • Request a new loan and we will scan our ecosystem of 50+ wholesale, retail and credit union lenders. We do the work so you and your client don’t have to.

Testimonials

  • "Sora has great people who have no vested interest in whichever solution works best for you. They have my complete confidence and you can feel free to work with them on this or any other personal debt needs beyond leveraging the best HELOC to pay down credit card debt and detail an avalanche strategy. "

    – Jeremy Torgerson, nVest Advisors

  • “To my fellow Financial Advisors - here's a way to deliver massive value and credit solutions to your clients. Sora promises to refinance your client's new home loan anytime in the next 5 years for no cost. Anytime a client can be at a lower rate by 75 basis points, Sora will execute the refinance with no fees while offering a great rate.”

    – Tushar Kumar, Twin Peaks Wealth Advisor

  • "Just had a convo with Sora Finance. Blown away. As an advisor working with younger clients, debt is a huge part of the picture. Sora lets you: gather the clients debt and debt score, shop for better debt, and come up with strategies. No brainer for any advisor to check out."

    – Thomas Kopelman, Top 100 Advisor By Investopedia

Insights
Do You Need to Pay Off Your Mortgage Before Retirement?
Do You Need to Pay Off Your Mortgage Before Retirement?
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What rate declines mean for Sora customers
What rate declines mean for Sora customers

We’ve uncovered approximately $3M in interest rate savings for clients thus far.

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Sora wins Wealthies Award for Best Technology Provider
Sora wins Wealthies Award for Best Technology Provider

We are thrilled to announce that we have been awarded Best Technology Provider - Account Aggregation.

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 Sora Insights

Let’s Talk

Join top advisors in using Sora grow wealth by requesting a 30-minute demo with our team.

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