Financial Services Document
KYC delays lose high-net-worth clients.
Extract data from brokerage and investment account statements
No credit card required to get started.
Private banking teams manually review client documents, trust agreements, and portfolio statements. High-net-worth clients expect fast, accurate service.
Structured output ready for your systems.
Upload your investment portfolio statement documents in PDF, image, or scanned format. Drag and drop or use our API.
Our AI identifies and extracts all 20 fields with 93%+ accuracy. No templates or training required.
Review extracted data with confidence scores. Approve, edit, or flag items for human verification.
Download as JSON, CSV, or Excel. Integrate via API or webhook to your existing systems.
Extract client data from wealth management documents.
Review trust agreements and estate documents.
Ensure regulatory compliance across client documents.
Faster document processing for high-net-worth clients.
Common questions about investment portfolio statement extraction.
We extract account info, positions, quantities, values, and performance data.
Our AI handles Schwab, Fidelity, Pershing, and other custodian formats.
Asset class breakdowns are extracted when shown on the statement.
Tax lot details and realized gain/loss data are captured when reported.
Extract portfolio data for consolidated reporting and analysis.
Sign up for evaluation credits and upload portfolio statements. See extracted data immediately.
Extract data from Know Your Customer documents for individual clients...
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Our team processed hundreds of documents monthly by hand. Errors crept in, deadlines slipped, and skilled staff spent their time on data entry instead of strategic work.
Automated extraction changed everything. Same volume, processed in a fraction of the time. Our team finally focuses on what matters.
— Operations Director, Enterprise CompanyProcessing 1,000+ documents monthly? Let's discuss your requirements.
No credit card required to get started.
P.S. The first 10 documents are on us. See for yourself.
