Sora Finance

Liability Planning as a Service

Sora Finance provides liability planning as a service to the financial advisory and wealth management industry. Sora enables advisors to grow clients' net worth by managing across the full balance sheet. Through Sora’s always-on software, advanced analytics and lender ecosystem, advisors are proactively alerted to ways clients can save money on their consumer liabilities (mortgage, auto, student, personal, credit). With machine learning algorithms, Sora uncovers complex cross-collateralization and lending opportunities to turn debt into an asset. Sora additionally supports inbound client requests for new home and auto loans, lines of credit, and small business loans. 

Sora partners with 250 wealth management, banking and financial advisory firms, actively managing over $1B in client liabilities.

FPA Advantage

FPA members can save 20% on a monthly Sora subscription for full access to the software, which includes unlimited onboarding of clients, seats for operational staff at no additional cost, as well as priority support. Members will be charged month-by-month and can cancel at any time. Advisors using Sora can:

1. Magically unlock new investable assets
2. Convert and qualify new prospective clients
3. Generate meaningful revenue through lending partnership

Benefits

• 1-Click client liability onboarding
• Comprehensive view of client’s debt portfolio
• Always-on advanced analytics, ongoing credit monitoring and proactive recommendations across multiple credit lines
• Clear and professional reports automatically generated to keep your clients informed and involved
• Seamless integration with leading lenders for loan execution / refinance