mallowstreet
Planning Tools | 4 Jun 25
13 questions for SOFI…and the AI answers
mallowstreet sees continued AI adoption needs in the advice industry, where those who do not conisder using such tools are likely to fall further behind in future.
Technology | 27 Sep 24
Mallowstreet launches AI tool built for wealth, asset managers to analyse meetings
‘SOFI’ helps clients save time, check messaging, improve delivery, monitor performance, capture questions

