Modern Data Gathering for Financial Advisors

More time with clients. Less time on data entry.

Trusted by Fast Growing Advisory Firms

Flextract lets advisors deliver exceptional client service while scaling their firms

THE PROBLEM

Financial planning requires dozens of documents and hundreds of data points

Without automation, your team spends more time on data entry than planning

DataEntryErrors

Slow, Manual Process

2-5 hours of data entry per plan, plus days of waiting to get started

CantGrowWithoutHiring

Can't Grow Without Hiring

Each new client requires dedicated staff time for manual data entry

SlowProcess

Data Entry Errors

Manual copy-and-paste leads to missing and inaccurate data

THE SOLUTION

Data Gathering as simple as 1, 2, 3

ClientUploadsDocuments

1. Clients Upload Documents

Clients securely upload documents to your branded portal. No passwords—just phone verification.

AIExtractsEverthing

2. AI Extracts Everything

AI reads and synthesizes data across all documents—family info, balance sheet, income, insurance, and more.

DataFlowsIntoTools

3. Data Flows to Your Tools

Complete profiles flow directly to your CRM and Financial Planning Software. Investment holdings are ready for analysis.

POWERFUL FEATURES

Built for financial planning workflows

Complete automated data gathering from client portal to planning software

MultiDocSynthesis

Multi-Document Synthesis

We synthesize data across all household documents to create complete profiles—not just single documents.

ComprehensiveCoverage

Comprehensive Coverage

Tax returns, investment statements, insurance policies, estate documents, pay stubs—all document types, not just investments.

DynamicAI

Dynamic AI That Adapts

AI reads any document a human can read, without format-specific training. No waiting for new form support.

InsuranceExtraction

Insurance Policy Extraction

Extract complete coverage details from life, disability, and property policies. Customers say this alone is worth it.

ClientChecklistVisibility

Client Checklist Visibility

Clients see real-time progress—what's uploaded and what's missing. No more 'what do you need?' emails.

NativeIntegrations

Native Integrations

Push data directly to your CRM, Financial Planning tools and custodians. Works with your workflow.

Benefits

CLIENT CONVENIENCE

Deliver A Great Client Experience

Create a positive first impression for clients by making onboarding painless. No lengthy questionnaires or complex portals.

WIN BUSINESS

Build Trust With Personalized Insights

Turn data into compelling, personalized insights that educate prospects, demonstrate comprehensive value, and build trust to win more full planning clients.

BOOST EFFICIENCY

Streamline Your Firm's Operations

Automate tedious data entry and document organization. Focus on high-value activities: spending more time with clients and helping them achieve their goals.

READY TO GROW?

See Flextract in Action

Discover how effortless data gathering and actionable insights can deliver a great client experience. Get the comprehensive data you need quickly, generate powerful personalized insights to educate prospects, and win more financial planning clients.

Schedule a Call