We read the documents your teams handle by hand — onboarding packs, trust deeds, outside statements, tax returns — and turn them into clean, checked household data. Without a single client page leaving your environment.
Four places where people still read and re-type documents by hand.
Forms go back and forth for missing fields and signatures.
Weeks of delay on every new clientWho owns what sits inside trust deeds nobody has read closely, so relationships are built from memory.
Wrong tiers, missed assetsAdvisors either ignore held-away statements or re-type them every cycle.
Plans built on half a balance sheetSuitability evidence is scattered across PDFs and notes, so problems are found late.
Issues surface at exam, not at the deskStart with the one that costs you the most time today. That is where a pilot starts.
Applications, transfer forms, IDs and signature packs.
Trust deeds, wills and powers of attorney.
Monthly PDFs from outside custodians and retirement plans.
1040s, K-1s and schedules needed for planning.
Source-of-wealth evidence and periodic review files.
Investment policy statements and meeting notes.
One pipeline, inside your environment. A document becomes usable data at step three, and trusted data at step four.
from every source
scans, photos, PDFs
the fields that matter
scored against your rules
into your systems
One source of clean data that every team and system can use.
Packs are checked on arrival. Missing signatures are caught before a person sees the file.
Trustees, beneficiaries and owners pulled from the deeds and linked to the right household.
Held-away balances flow into planning and reporting automatically.
Every advice record scored and traceable, so review covers all clients, not a sample.
This system reads client documents and writes to your records. It belongs inside your walls, not on someone else’s servers.
Your cloud, your access controls, your keys. Our software comes in; your documents never go out.
Basic OCR gives you text. We give you checked data, traced to its source, that gets better over time.
See the full comparison →Each phase ends with a measurable result. You decide whether to continue at every gate.
Pick the paperwork that costs you the most time. We prove the results on your own files, in weeks.
A quarter of onboarding packs, or the outside statements for one client segment. Whichever hurts most.
We map the fields you need, agree how confident the system must be, and measure today’s manual effort.
A working pipeline on your documents, scored against answers your own experts approved.