Sora announced as a finalist for #AdvisorTech
Sora was announced earlier this month as an XYPN AdvisorTech Expo finalist among other reputable advisortech companies. Read more to learn about XYPN and our fellow finalists.
Sora Update
From saving a client $160,000 over the life of their new home loan to reaching 40+ financial advisors on the platform, it has been a busy few months here at Sora Finance. We are seeing how inflation and interest rates are affecting people and the subsequent demand for Sora’s offering to lower the cost of debt for its customers. One way Sora lowers the cost of debt is by offering services to financial advisors who have clients with existing debt or clients who are ready to take on new debt. As the leading financial planning platform for fee-for-service financial advisors with next-gen clients, XY Planning Network is hosting their #XYPNLive conference this October in Denver, CO.
#AdvisorTech Finalists Announced
We are thrilled to be announced as one of the finalists of the XY Planning Network AdvisorTech Expo this upcoming October along with Lumiant, Savology, Hubly, VRGL, Income Lab, and Econiq. Here’s a little about each fellow finalist:
Lumiant is a customer experience, advice and client engagement platform empowering advisors to connect with families around their values and money goals to help them make better choices and live their best lives.
Savology is a digital financial planning and financial wellness company. Their mission is to increase the financial security of millions of American households by making financial planning and wellness more accessible, more actionable, and more effective than ever before.
Hubly's technology helps growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage best-practice workflows, processes, and individual client relationships.
VRGL is the first Client Acquisition, Proposal Management & Retention tool ("CAPM & R") that allows advisors to provide immediate value and context by quickly and accurately revealing deep insights into their prospect's investment world.
Income Lab’s mission is to revolutionize retirement planning with advanced research, deeper insights, and real-time monitoring and management, to help people live retirement with confidence.
Econiq’s The Conversation Hub makes it easy for everyone to hold high-value complex conversations to the same high-quality level as the best performers. At the same time unique business intelligence is automatically delivered to Executives.
Stay Tuned
The AdvisorTech Expo is designed to showcase companies that deepen the connection between advisors and their clients while delivering sound financial advice. We are thrilled to be included among amazing up-and-coming financial technology companies. We look forward to seeing all the new technology being created and urge everyone to be on the lookout for further updates.
