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Private banks, RIAs and family offices

The full client picture is sitting in a pile of PDFs.

Onboarding packs, trust deeds, ACAT transfers and outside statements into clean, checked household data.

Score your documents → See how it works
What we read

The documents we read

Start with the one that costs you most today. That is where a pilot starts.

Account opening & transfers

Account applications, ACAT transfer forms, government IDs and W-9s.

Trust & estate documents

Trust deeds, certifications of trust and beneficiary designations.

Held-away statements

Statements from outside custodians and retirement plans.

Advisory agreements

Signed advisory agreements and onboarding packs.

Source-of-wealth evidence

Read by the separate source_of_wealth pack: sale agreements, tax filings, statements and valuations.

Not built

Tax returns, investment policy statements and meeting notes: no wealth pack reads these yet.

How it works

Documents in. Checked records out.

One pipeline, inside your environment. Usable data at step three, trusted data at step four.

YOUR DOCUMENTS YOUR SYSTEMS Onboarding packs Trust deeds Held-away statements CRM Custodian Planning tools gothink Read every page Cite each value to its page Check against your rules Unsure → a named person inside your environment YOUR DOCUMENTS Onboarding packs Trust deeds Held-away statements gothink Read every page Cite each value to its page Check against your rules Unsure → a named person YOUR SYSTEMS CRM Custodian Planning tools
your cloud, your keyslocal-only models: no page leavesnothing you process trains our models
The gate

What waits for a person

Reading a document is not the same as trusting the data in it.

  • Missing signatures caught before a person sees the file
  • Low-confidence fields go to a person, source page open
  • A named person approves every important action
  • Corrections make the next run better
How gates work →
Household recordillustrative
trustee_nameA. Hale Trust · deed p.4cited
account_ownerJ. Hale · application p.1cited
held_away_custodianoutside statement p.1cited
beneficiary_sharediffers between documentsto a reviewer
page-citedscorednamed sign-off
Client onboarding

Paperwork checked before the custodian sees it

Three checks on the new client's file. Each result cites its page and is sealed in a signed receipt.

In good order, or NIGO

Signatures, dates, expired ID, beneficiary percentages that disagree.

Transfers likely to go through

Title, TIN and registration mismatches, stale statements, in-kind limits.

Source of wealth

Independent evidence, in proportion to the client's risk rating.

a request about paperwork, never a decision about the clientHow client onboarding works

Outcomes

What you get

One source of clean data every team, model and agent can use.

What changes

Account opening timenot measured
Outside accounts included, not ignoredFull picture
Traced back to its pageEvery field
Pages an outside AI provider sees, with local-only models0
  • Faster onboarding
  • A complete household view
  • Outside assets in the plan
  • Evidence behind every field

How much runs without a person

not yet measured — generate your own number
Held-away statementsnot measured
Tax returnsnot built
Source-of-wealth evidencenot measured
Account opening packsnot measured
Trust & estate documentsnot measured

Your straight-through rate is measured on your own documents during the pilot; we publish no figure until it is measured. None of these packs is yet measured on a customer’s labelled documents, and a draft pack sends every field to a person.

A free 90-day pilot

Start with one document type

Three gates: Prove (days 0–30), Expand (31–60), Industrialize (61–90), stopping at day 90 if targets are missed.

Before day 0

Choose the documents

A quarter of onboarding packs, or the outside statements for one client segment.

Prove · days 0–30

Map and agree

Fields you need, confidence thresholds, today's manual effort measured.

Day 90

See the result

A working pipeline, scored against answers your experts approved.

wealth_management 1.0.0 and wealth_onboarding 1.0.1 ship, not yet measuredAdded to any Gothink AIR licence.What is in a pack

See what Gothink reads from your client files.

Send a sample. Get back scored, page-cited fields — before you buy anything.

Score your documents →Book a technical walkthrough