Work Smarter Not Longer

Transform conversations into compliant documentation - powered by SOFI Codex™, built for professional services. Request Demo

Save time with structured documentation

Turn complex conversations into clear, compliant meeting outputs - automatically

SOFI captures spoken input and transforms it into professional-grade summaries, minutes, or action records.

Choose from a library of ready-made templates - or customise your own - to match your reporting needs across clients, committees, or cases.

Strengthen oversight and decision governance

Create auditable records of who said what - and why

From boardrooms to legal reviews, SOFI provides time-stamped outputs with action points, rationale, and key discussions - supporting transparency, accountability, and professional standards across every engagement.

Built for trusted professions

Used by professionals where accuracy, security, and credibility matter most

SOFI is FCA-aligned, ISO 27001-certified, and designed for organisations where documentation is not just useful – it is mandatory. Your conversations, captured with rigour.

Built for how professionals govern, advise, and record decisions

From legal reviews to board discussions, SOFI turns spoken input into structured documentation - clear, compliant, and ready for scrutiny.

  • Designed for how professionals document, review, and report

    We have worked with trustees, legal advisers, board directors, and committee secretariats to create templates for minutes, action logs, compliance reviews, and structured summaries - all built to meet the documentation demands of regulated environments.

  • Adapt SOFI to your firm’s own needs

    Whether you use internal governance formats, client-facing notes, or creating specific client reports, SOFI reflects your preferred terminology and structure - across board meetings, client reviews, legal briefings, and oversight activities.

  • Expert-level clarity, built into every conversation

    Codex captures how trusted professionals communicate and record outcomes - ensuring every decision is documented with structure, precision, and compliance-ready confidence, no matter the audience.

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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Provides personalised, regulated financial advice.
Manages client portfolios with full discretionary investment authority.
Evaluates, selects and monitors fund managers for portfolios.
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