Work Smarter Not Longer

Save hours with automated, compliant meeting outputs - powered by SOFI Codex™, built for financial advice. Request Demo

Save time with expert-level efficiency

Save up to 2 hours per client with automated, structured meeting outputs

SOFI captures conversations and turns them into ready-to-use reports - no reformatting, no retyping.

Free up hours of post-meeting admin while maintaining precision, speed and professional polish.

Stay confidently compliant

Instantly generate Suitability Reports - without the compliance guesswork

SOFI applies built-in logic flags and custom checklists to catch gaps, ensure completeness, and guide best-practice.

Choose from a library of FCA-aligned templates - or build your own - to match firm policy, advice style or client scenario.

Enhance the client experience

Be fully present in every meeting - SOFI captures the rest

Forget typing notes or chasing memory. Focus on real conversations, not record-keeping.

SOFI turns spoken advisory meetings into structured, high-trust outputs - helping you deepen relationships, not just tick boxes.

Built for the way advisers really work

From ready-made templates to firm-specific customisation, SOFI delivers structured, compliant outputs that reflect how great advisers actually operate.

  • Built from the best in financial advice

    We have worked with hundreds of advisers and planners to design a suite of FCA-aligned templates informed by real-world practice.

    Each one reflects the structure, tone, and logic used by top-performing firms.

  • Tailor SOFI to your firm’s own process

    Already have documents you trust? Create your own templates and SOFI can mirror your structure, language, and logic - ensuring every report reflects your brand, voice, and compliance philosophy.

  • Intelligence that thinks like the best advisers

    Codex is SOFI’s proprietary framework - built from decades of regulated financial dialogue.

    It doesn't guess.

    It knows what good looks like in advice. Every output carries the weight of institutional knowledge and compliant precision.

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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