Product Overview

Always-on software combining live client data and advanced analytics with a comprehensive lender ecosystem. Sora's product alerts advisors to ways clients can save money on new and existing consumer liabilities (mortgage, auto, student, personal, credit).

Liability Dashboard

Our 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. Stay informed and stay ahead with Sora Finance.
Advisors are provisioned with an dashboard through which they can view all of their client liabilities and prioritize credit management actions. Sora will surface refinance eligibility and untapped savings opportunities through restructuring of client debt. Advisors can also track their “liabilities under management”, an analogue to AUM to better showcase the additional value that advisors are driving for their clients.

Client Onboarding

Our streamlined client onboarding process ensures your Sora journey begins on a high note. 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. Start strong with Sora Finance.
Sora enables advisors to bulk onboard clients at the start through an xls template that can be uploaded directly in application. Additional clients can be added a la carte, in application. In order to complete onboarding in a manner invisible to clients, Sora requires advisors to share client name, phone number, date of birth, and social security number.

Reports

Our reporting functionality presents complex data in an intuitive and understandable format, simplifying your communication with clients. Whether it's regular updates or detailed analysis, generate customized reports that reflect your clients' financial health and your expert guidance. Clear, concise, and client-ready with Sora Finance.
Through Sora’s platform, advisors can access up-to-date client liability snapshots in the form of exportable reports. These reports include automated insights and recommendations to increase client net worth and drive deeper client engagement.

Insights and Recommendations

Let our system's advanced analytics guide your strategy with actionable insights and tailored recommendations. Uncover hidden savings opportunities, identify high-impact financial moves, and provide your clients with advice that sets you apart. Navigate the financial landscape confidently with Sora Finance.