Sofi

United States HQFounded 2011

Deployment

Web-based

Overview

About Sofi

SoFi is a values-driven company on a mission to help our members get their money right. We create modern financial products and services that help people borrow, save, spend, invest, and protect their money better, so that they can achieve financial independence and realize their ambitions—from owning a home to saving for retirement, paying off their student loans, and more. Everything we do is geared toward helping our members get their money right. We’re constantly innovating and building ways to give our members what they need to make that happen.

SoFi’s core company values are at the center of everything we do—and truly reflect how we work together, serve our members, and build our products.

At a glance

Software information

Industries served, licensing and the support Sofi provides.

Industries

  • Banking
  • Investment-banking-venture

Licensing

  • Proprietary
  • Quote Based

Support

  • Email
  • Support daysMondayTuesdayWednesdayThursdayFridaySaturdaySundaySupport time05:00 to 19:00 (PST)05:00 to 17:00 (PST)
Languages (1)
English

Review analytics

What customers report

5.0
Based on 2 verified reviews
Ease of use4.5
Features & functionality5.0
Customer support4.0
Value for money4.0
Integrations5.0

What users like the most

  • Free stocks and ETFs
  • Quick and fully digital account opening
  • Excellent customer service

What users like the least

  • Only available to clients in the United States
  • Limited product portfolio
  • Basic research tools

What users say

Review Analytics of Sofi

Every review is verified through Goodfirms before it's published.

5.02 Verified Reviews
Ease of use4.5
Features & functionality5.0
Customer support4.0
Value for money4.0
Integrations5.0
Review Summary
Drawn from 2 verified reviews
Free stocks and ETFsQuick and fully digital account openingExcellent customer service
Detailed Reviews of Sofi
Sort ByWrite a Review
Robert Zeglinski, Managing Editor and Researcher at BreakingMuscleVerified Review
Posted on Oct 28, 2022

“It helps us track the bank account and automatically updates credit scores in real-time”

Overall rating5.0
Ease of use4.0
Features & functionality5.0
Customer support4.0
Value for money4.0
Integrations5.0

Our organization BreakingMuscle uses Sofi loan servicing software. According to my assessment, the advantage of Sofi is that I have trade alternatives, I can track my primary bank account and spending in Sofi, and I absolutely adore that when I get into my app, all I have to do to view my credit score in real-time is scroll down, and there it is, automatically updated. In addition. Sofi rewards you with actual cash for completing different activities within the app, so it's like a game while you're managing your money! The only thing I dislike about the app is how cluttered and confusing the trade and investment section is. I wish things were significantly more organized and user-friendly.

Steve Anderson, CEO at Junk-Yard-Near-MeVerified Review
Posted on Aug 29, 2022

“SoFi is best for first-time investors because of its limited investment selection and features”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support4.0
Value for money4.0
Integrations5.0

My company Junk-Yard-Near-Me uses Sofi as a loan servicing software. SoFi is best for first-time investors in the United States. They want an easy-to-use online trading experience and want to open an active or automated investing account or experiment with cryptocurrencies. Because of its limited investment selection and features, it may not be suitable for advanced investors. It is only available to residents of the United States. My company has been using this software for 3+ years daily.

Capabilities

Sofi features

The full feature set, grouped by module.

Loan Servicing Software

  • Compliance Management
  • Customer Management
  • Document Management
  • Loan Processing
  • Loan Sanctioning
  • Online Application

Plans

Sofi pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Media

Screenshots & video

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