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Sora automatically populates key metrics to help you understand your clients’ financial health, including their credit score, debt-to-income ratio, and home value.
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Sora’s advanced analytics guides your strategy with actionable insights and tailored recommendations. Access intuitive, user-friendly, and professional reports detailing your clients’ financial status and the progress you're making together.
Product Description
About this Product
AI-drive liability management and financing for advisors
- Onboard clients seamlessly from Schwab
- Analyze client liabilities and receive alerts to save money
- Scan 50+ lenders automatically to find the best rates
About Sora Finance
Sora is the one-stop shop for financial advisors looking to grow client net worth by optimizing the other side of the balance sheet - liabilities. Sora’s platform automatically populates and refreshes data on all of your clients’ outstanding debt (including mortgages, HELOCs, student loans, and credit cards), giving you unparalleled visibility and out-of-the-box analytical tools for designing wealth-creation strategies. Using its AI-based insights engine and live rates from 50+ lenders across the country, Sora also proactively alerts you when your clients can save money on existing liabilities and surfaces the best rates on new loan requests. With coverage of 50+ types of consumer and commercial credit products, Sora handles all of your clients’ lending needs with ease.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.