Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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ChatD&BChatD&B, developed by Dun & Bradstreet, is an innovative AI-powered conversational tool that revolutionizes how businesses access and use company data. Users can simply type natural language queries to retrieve detailed firmographics, financial reports, risk assessments, and other critical insights, all generated from the robust Dun & Bradstreet Data Cloud in real time. This eliminates the need for traditional, time-consuming data filtering and empowers users to get precise information faster. ChatD&B tracks the origins of each data element, enhancing transparency and trust in the insights provided, while a searchable chat history supports compliance, audit requirements, and verification processes. The platform also doubles as a customer support assistant, answering questions about Dun & Bradstreet’s extensive range of products, services, and data blocks. Its intuitive chat-based interface streamlines workflows in sales, finance, and risk management by making company data more accessible and actionable. Teams can effortlessly explore new markets, vet potential customers, and monitor existing relationships without complex data tools. ChatD&B democratizes access to enterprise-grade data, improving productivity and enabling better-informed business decisions. With expert insights and leadership content integrated into its ecosystem, Dun & Bradstreet continues to support customers in navigating data governance and maximizing data value. The platform is trusted by businesses of all sizes, providing scalable solutions for enterprise, small business, and public sector needs.
What is Sofistic.AI?
Sofistic.AI is an advanced, AI-driven wealth management platform that aims to centralize and assess financial data, offering wealth advisors, family offices, and financial institutions a unified visual overview of their clients' total wealth across multiple accounts, custodians, planning tools, and off-book assets, thus effectively replacing traditional spreadsheets and fragmented systems with dynamic dashboards, actionable insights, and real-time intelligence. By merging both assets and liabilities into a holistic 360° wealth dashboard, it highlights liquid investments, private holdings, business interests, insurance, real estate, financial commitments, and cash flows, while its sophisticated forecasting features leverage current data and scenario modeling to assist users in making informed decisions about their future financial paths. Moreover, Sofistic.AI elevates human intelligence with AI-driven insights from Sofi, which actively spots critical risks, opportunities, and suggestions, accompanied by SofiChat, a conversational assistant that allows users to interact with their data using everyday language to enhance comprehension and engagement. This cutting-edge methodology not only simplifies the wealth management process but also equips users with the necessary tools to make more astute investment decisions. In doing so, it fosters greater confidence in financial planning and encourages a proactive approach to wealth management.
What is Black Diamond Wealth Platform?
Wealth management presents a myriad of challenges, including fostering client relationships, maintaining compliance, and handling tasks related to reporting and rebalancing. The Black Diamond® Wealth Platform enables you to dedicate the appropriate time needed to adeptly support your clients at every stage of their financial journey. Featuring intuitive dashboards, robust functionalities, seamless integrations, and exceptional service, it simplifies the delivery of a refined and modern client experience. Clients enjoy a tailored portfolio dashboard that provides immediate insights into performance metrics, expected income, allocation distributions, and activity overviews. Furthermore, the secure two-way document vault facilitates the efficient sending, storage, and auditing of vital documents, such as custodial statements. By integrating external account aggregation, you can accurately assess net worth and create detailed balance sheet reports, thereby improving financial transparency for clients. This comprehensive strategy ensures that both you and your clients remain well-informed and actively involved in the management process while fostering a sense of collaboration. Ultimately, the platform not only enhances operational efficiency but also strengthens the client-advisor relationship.
Integrations Supported
MoneyGuide
Nitrogen
ProTracker Advantage
RightCapital
SS&C Family Office Services
Wealth.com
Integrations Supported
MoneyGuide
Nitrogen
ProTracker Advantage
RightCapital
SS&C Family Office Services
Wealth.com
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Sofistic.AI
Date Founded
2023
Company Location
Canada
Company Website
www.sofistic.ai/
Company Facts
Organization Name
SS&C Advent
Date Founded
1983
Company Location
United States
Company Website
blackdiamond.advent.com