Sora wins Wealthies Award for Best Technology Provider

We are thrilled to announce that Sora Finance has been awarded the Wealthies Wealth Management Industry Award for Best Technology Provider - Account Aggregation!

This achievement wouldn’t have been possible without the support of our incredible advisors, clients, and industry leaders. A special thanks to the entire Sora team, whose hard work and dedication have made our liability management product the best in the market. Schedule a call with us today to explore how Sora can help you maximize your financial efficiency.

What Advisors are Doing:

An advisor had a client with a mixed bag of liabilities - credit cards, an auto loan, a HELOC in the repayment period, and a personal loan. After onboarding them onto Sora's platform, they were able to open a conversation with our lending team to determine the best way to consolidate and refinance all of these liabilities into a single, low interest payment.

The advisor is now presenting the possible options to their client to verify how they want to move forward. After the client decides if or how they want to collateralize their debt, Sora’s lender scan will identify and connect the borrower with the best rate on the market.