Instant Portfolio Analysis
Upload any brokerage statement and get a complete breakdown of holdings, allocations, and fees in seconds.
Our Story
It started in the kitchen
Perched atop a stool, my wife poured over financial statements for hours on a beautiful Saturday morning.
Irked, I inquired as to what could possibly be taking so long and be this important on a Saturday.
My wife explained. She and her team were going after a big new prospect. The potential client had numerous accounts, trust and estate documents, and business interests that all needed to be accounted for to understand the full picture.
"Having spent over a decade in technology, I asked—why can't you upload this into some software platform?"
It didn't exist.
"Well, can't you just use AI?"
We tried that. The accuracy was too low.
"You mean to say that you, as an advisor—or an analyst or portfolio manager on your team—spend hours every time you have an opportunity with a prospect?"
Yes.
The seedling of an idea was formed.
"So, is it just unstructured document processing that's the issue?"
No, that's not all. It's figuring out the fees being charged. Knowing how to ask the right questions.
•What's the best way to help the client?
•Do they need multi-generational trust and estate help?
•What about charitable giving?
•Business endeavors, taxes…the list goes on.
"Do all wealth advisors help with this type of thing?"
No. That's where RIAs are different. They take a holistic approach to wealth management. It's not only investments. It's trust and estate, insurance, cash flow, and tax planning.
"That sounds like the future."
It is.
The shift is already underway.
