Sophic Connect

A private workspace for coordinating Sophic Wealth client services and appointments.

Sophic Connect helps authorized clients, referring partners, collaborators and Sophic team members work within the parts of a client relationship they are permitted to access. The current application is in private beta.

Calendar connections

Eligible users can choose to connect their Google accounts, select calendars to check for busy times and choose an eligible calendar for new appointments. The app uses those selections to find available meeting times and create or cancel meetings requested through Sophic Connect.

Google access is granted by each calendar owner. Connecting a calendar does not grant access to another person's private client file or give other app users access to the entire calendar.

Your choices

You choose which Google accounts to connect and which calendars to use. You can disconnect a connection in the app or remove access in your Google Account settings. Our privacy policy explains what information is used, retained and shared when you connect.

Read the Sophic privacy policy · Read the Sophic Connect Terms

Contact Sophic

For help with Sophic Connect or a privacy request, contact admin@sophicwealth.com.