Comprehensive Lending and Credit Optimization

Sora’s lending platform allows you to analyze, optimize and advise on your client’s liabilities. Sora surfaces the best consumer and commercial loan options for your clients, and unlocks new lines of revenue for your business.

Comprehensive Lending and Credit Optimization

Sora’s lending platform allows you to analyze, optimize and advise on your client’s liabilities. Sora surfaces the best consumer and commercial loan options for your clients, and unlocks new lines of revenue for your business.

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Our Value Proposition

  • Increase AUM

    Manage and unlock saving opportunities and repurpose future cash flows into investment opportunities for mass-affluent, HNW, and 
UHNW clients

  • Generate New Profits

    Financial advisors using Sora report a 32% increase in winning new clients, and originating loans brings meaningful new revenue to 
your practice

  • Execute Seamlessly

    Sora continuously scans the lender landscape 
to identify opportunities and enables a 
private-banking style experience for loan application and execution

We Work With Top Advisors At

Why Financial Advisors Love Sora

The Best Loans for Each Client

Comprehensive Lending

Whether your client wants to purchase a second home, finance a new car, start a business, or refinance loans on an existing business, Sora delivers the necessary funding and keeps client assets invested. With our expansive network of over 50 lenders and access hundreds of loan products with nationwide coverage, we ensure your client's lending and liquidity needs are fully met.

Shareable Reports

Reports and Advanced Analytics

Let Sora’s advanced analytics guide your strategy with actionable insights and tailored recommendations. Access intuitive, user-friendly, and professional reports detailing client financial status and the progress you're making together. Uncover hidden savings opportunities, identify high-impact financial moves, and provide your clients with advice that sets you apart. 

Liabilities Management Made Effortless

Easy to Use Dashboard

The liability dashboard offers a clear and comprehensive overview of your clients' financial landscape. By collating all liabilities in one place, you gain a holistic view of their financial status, allowing for effective and efficient decision making for each client

Ready to Go in No Time

Quick and Easy Client Onboarding

Our streamlined client onboarding process ensures your Sora journey begins on a high note. Clients can be added in bulk through xls or selected software integrations. Easy-to-follow steps coupled with secure data integration make for a hassle-free start, allowing you to gather the necessary information while respecting your clients' valuable time. 


  • “ High net worth individuals expect their wealth management team to offer liability management capabilities, especially entrepreneurial clients who understand the value of liabilities on their balance sheet. Wealth managers have a huge opportunity to grow their HNW client base by having liability management conversations.”

    - John O’Connell, T3, Founder

  • “ Sora has great people who have 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 and a great rate.”

    - Tushar Kumar, Twin Peaks Wealth Advisor

Unlock the Value of Liability Management with Sora

With 1-click onboarding, Sora helps you generate value from day 1. Book some time with our team for a demo via the button below.