The full client picture
is no longer a pile of PDFs.
Onboarding packs, trust deeds, side letters and ISDA schedules read into checked records — and paperwork problems caught before the custodian sees them.
Which of these sounds like this week?
Start with the one that costs you most today. That is where a pilot starts.
“Onboarding packs bounce back from the custodian.”
Three checks before anything leaves the firm: in good order, will the transfer go through, is the source of wealth corroborated. Each result says what to fix, with its page.
“The client's real holdings are in trust deeds and held-away statements.”
Trust deeds, ACAT packs and held-away statements typed onto your household master, positions reconciled to custodian totals.
“Source of wealth takes a hundred documents.”
Independent evidence only, proportionate to the risk rating; a PEP or adverse-media flag in any document escalates to a person.
“The fee terms are in the side letter, not the system.”
Side letters, capital account statements and K-1s read into clean fund data, including MFN elections.
“The balance is in the system; the terms are in the PDF.”
Prime brokerage agreements and ISDA schedules read into terms your margin and billing engines can use.
“Every AI decision about a client has to be explainable.”
A signed, replayable receipt per decision; an amber result is a request about paperwork, never a decision about the client.
Read. Decide with a person. Prove it.
Read
Gothink AIR turns your documents into checked records. Every value carries its file, page and box.
Decide with a person
A threshold per field decides what goes straight through. Anything below it goes to your people, never silently into your systems.
Prove it
Gothink Witness seals each decision as a signed, replayable receipt your examiners and auditors can check without us.
Bring the documents that cost you most.
Send 25 of them. Get back scored, page-cited fields before you buy anything — or ask us a question first.