Sora Finance Press Releases

• Published on May 21, 2024 - 16:02 GMT

  

  Sora Finance launches on Morningstar Advisor Workstation App Hub

  Sora Finance launches on Morningstar Advisor Workstation App Hub, providing advisors access a one-stop shop to optimize client liabilities CHICAGO, IL, UNITED STATES, May 21, 2024 /⁨EINPresswire.com⁩/ -- Sora Finance has announced that its artificial …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on April 30, 2024 - 16:01 GMT

  

  Sora Finance Achieves SOC 2 Certification, Elevating Data Security to Industry-Leading Standards

  Sora, a pioneering wealthtech firm, today announced the achievement of SOC 2 certification. PALO ALTO, CALIFORNIA, USA, April 30, 2024 /⁨EINPresswire.com⁩/ -- Sora Finance, a pioneering technology firm in the financial advisory sector, is proud to …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on April 3, 2024 - 06:59 GMT

  

  Sora Finance and Wealthbox announce partnership to accelerate liability optimization for financial advisors

  Sora Finance announced that they have partnered with Wealthbox to enable advisors to add value to the liabilities side of their clients’ balance sheets. PALO ALTO, CA, USA, April 2, 2024 /⁨EINPresswire.com⁩/ -- Sora Finance, the automated platform that …

  Distribution channels: Banking, Finance & Investment Industry, Companies ...
• Published on October 2, 2023 - 06:41 GMT

  

  Sora Finance Unveils New Product to Help Advisors Turbocharge Client Acquisition

  Sora Finance launched its new prospective client liability analyzer product today at Nitrogen's Fearless Investing Summit. SAN FRANCISCO, CALIFORNIA, USA, October 2, 2023 /⁨EINPresswire.com⁩/ -- Sora Finance, a leading wealthtech startup, is excited …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...