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Aggregation of client financial accounts and statements
Financial Data Collection & Analysis
Financial Data Collection & Analysis
Financial Data Collection & Analysis
Aggregation of client financial accounts and statements
Financial Data Collection & Analysis
Alerting advisors to significant client portfolio changes
Financial Data Collection & Analysis
Archival of historical financial statements for compliance
Financial Data Collection & Analysis
Automated extraction of investment data from uploaded documents
Financial Data Collection & Analysis
Automated import of market data for performance analytics
Financial Data Collection & Analysis
Data normalization and report preparation from multiple sources
Financial Data Collection & Analysis
Gathering expense and income data from bank feeds
Financial Data Collection & Analysis
Investment portfolio rebalancing alerts and notifications
Financial Data Collection & Analysis
Pre-meeting financial checklist survey sending and collection
Financial Data Collection & Analysis
Risk tolerance questionnaire automation with data logging
Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started
Financial Data Collection & Analysis