Work Smarter Not Longer

Turn decisions into auditable insight - powered by SOFI Codex™, built for front-office investment management. Request Demo

Save time with scalable precision

Automate meeting capture with templates tailored to strategy, team, or asset class

SOFI instantly produces structured outputs with key decisions, actions, and rationale - freeing teams to focus on oversight, alpha, and portfolio execution instead of admin.

Institutionalise insight and accountability

Track who said what, who voted how, and why - all in one auditable source of truth

Build time-stamped records of manager meetings, due diligence, and Investment Committee votes.

SOFI strengthens governance, enables challenge, and preserves institutional memory that drives smarter decisions.

Built for institutional trust

Designed with CIOs and Investment specialist to meet the highest standards of security, compliance, and reputational rigour

SOFI is backed by an FCA-registered corporate structure and ISO 27001-certified infrastructure - built for enterprise trust in every investment call.

Built for how investment teams think and govern

From committee votes to portfolio rationale, SOFI documents every decision with structure, transparency, and audit-ready intelligence.

  • Built from the best in investment governance.

    We have worked with CIOs, Investment Committee chairs, Manager Research leads, and portfolio teams to develop templates that reflect real-world oversight, review, and decision documentation, giving your teams a repeatable, compliant way to document rationale, challenge, and investment conviction.

  • Tailor SOFI to your team’s investment process

    Bring your own formats, frameworks, or house styles.

    SOFI adapts to mirror your documentation preferences - reflecting your firm’s terminology across manager reviews, Investment Committee meetings, performance reports, escalation discussions, and oversight briefings.

  • Institutional memory, at enterprise scale

    Codex captures how the best investment leaders think and document decisions — from stock selection logic to dissenting views.

    Every output is time-stamped, rationale-rich, and ready for audit - building a knowledge base that strengthens oversight today and informs better decisions tomorrow.

Institutional wisdom, built in

SOFI Codex™: The Institutional Intelligence for Finance AI.

In finance, generic AI simply isn't enough. You need intelligence that speaks your language—with precision, authority, and unwavering compliance. That's why SOFI is powered by SOFI Codex™.

  • Institutional Grade Foundation

    SOFI Codex™ is our proprietary knowledge engine, built on decades of deep sector expertise and the collective wisdom of financial best practices.

  • Unrivalled Contextual Precision

    It uniquely understands and preserves the true intent, tone, and nuance of complex financial dialogues, beyond just the words.

  • Embedded Compliance Ethics

    Outputs are guided by strong regulatory understanding and ethical principles, fostering confident compliance.

  • Scalable Institutional Expertise

    Distribute consistent, world-class financial intelligence across your entire organisation, from individual advisers to CIOs.

Ready to get started?

FAQs

  • How does SOFI work?

    SOFI securely captures your meeting, generates transcripts and structured data, and analyses them with proprietary AI to identify speakers and extract key points, actions, and summaries. The outputs are securely stored and available in your web dashboard, and can be pushed to your CRM or used to generate customised letters and reports.

  • How long does it take to set up?

    A few minutes. You’ll get example meetings and templates to explore, along with step-by-step onboarding guides.

  • Can we use our own templates or reporting formats?

    Yes. SOFI lets you define your own prompts, templates, and custom reports.

  • How secure is my data on SOFI?

    We take security very seriously. We recertify our ISO 27001 accreditation annually and use independent penetration testing. All data is stored in UK data centres and encrypted at rest and in transit.

  • Who typically uses SOFI in a firm?

    SOFI supports a wide range of meeting types. You can create templates for different scenarios—from detailed, fact-heavy sessions to brainstorms—so teams get the reports and summaries they need.

  • Can I use SOFI on Teams or Zoom meetings, not just face to face meetings?

    Yes. SOFI can join online meetings on Microsoft Teams, Zoom, and Google Meet, and you can also upload recordings or videos. The SOFI mobile apps let you record and upload directly.

Book a demo

Provide your details and a member of our team will be in touch.

Speak to an expert +44 (0)20 3972 2560 hello@mallowstreet.com

Address Mallowstreet Limited
1st Floor, 4-6 Throgmorton Avenue
London, EC2N 2DL, UK

Hours Monday - Friday 8:30am to 5:30pm
Saturday-Sunday - Closed

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