Sora is hosting a joint webinar with Elements at 3 pm ET on Tuesday, April 23 to discuss how advisors can leverage debt planning and optimization to attract new clients and better serve existing ones.  Register here: getelements.com/resources/webi…

Did you know Sora's analytics engine can help advisors measure the savings their clients can unlock through a refinance? Check out this example directly from our dashboard

Have you read the Oasis Group and T3 Technology white paper highlighting the critical need for advisors to offer clients liability planning and lending solutions? We believe in this deeply, and couldn’t say it better than industry leaders have themselves: sorafinance.com/white-paper

We are honored to have received the prestigious Emerging Tech Award at T3 Technology Tools Conference last week. Thank you Joel Bruckenstein and team! Learn more about the our takeaways from the event: sorafinance.com/news-blog/zxaf… #T32024

We are honored to receive this award! It's a testament to our team's hard work over the past 2 years to make Sora a powerful tool for advisors to manage their client's liabilities. Advisors - we would love to chat with you.

cc Rohit G Agarwal

We are looking forward to the T3 Technology Tools conference next week! Stop by Booth #132 in the Emerging Tech area for a demo to see how liability optimization helps 350+ advisors wow clients. Book a meeting with us at the conference: calendly.com/rohitagarwal/1…

Rohit G Agarwal Siddhartha Oza

Our new analysis with T3 Technology Tools and The Oasis Group suggests that many planners are overlooking an important part of the holistic process.
See 8 reasons to focus on being proactive in helping wealthy clients optimize debt in this ThinkAdvisor article thinkadvisor.com/2024/01/03/8-r…

Our co-founder Rohit G Agarwal loved being on the Elements podcast. Check it out!

Sora Finance announces the release of a white paper on benefits of client liability management, co-authored by Joel Bruckenstein of T3 Technology Tools & John O'Connell of Oasis Worship Centre. See the WealthSolutionsReport article where Sora co-founders discuss optimization.
tinyurl.com/wsr-sora

finance.yahoo.com/news/sora-fina…

We love to help advisors manage and optimize their clients debt to fully deliver on their comprehensive financial planning mandate. Let’s chat! Sorafinance.com

Thanks Mayor Tubbs!

Friends and family. Sign up by January 31 to get free access to Sora. Optimize your debt. Meet with a financial advisor. sorafinance.com/friends-family

Thanks Scott! We are here and ready to support advisors manage their clients new and existing debt.