Gather Data

Deliver Insights

Win Clients

Painless data gathering and actionable insights

convert propects to financial planning clients 

BUILT ON TRUST

SOC_2_Type_2_LogoFlextract is SOC2 Type 2 Certified

Our commitment to security and compliance is backed by independent verification.

What Problem Does Flextract Solve?

If you are a financial advisor and answer "Yes" to any of these questions, Flextract can help. 

Are lengthy prospect questionnaires slowing your sales cycle?

Traditional client onboarding often starts with sending prospects lengthy questionnaires to gather necessary financial data.

This puts the burden on the prospect, can feel overwhelming, and frequently leads to delays or incomplete information, stalling the process before you can even demonstrate your value.

You need a way to get the data you need without the friction of intake forms.

Do you need to quickly demonstrate your value to prospects?

With prospect data scattered across various documents, it's difficult and time-consuming to quickly synthesize the information needed to identify key planning opportunities and create personalized insights.

This prevents you from effectively educating prospects on their financial situation and demonstrating the unique value you can provide early in the relationship, which is crucial for conversion.

Is collecting comprehensive planning data a chore?

Building a comprehensive financial plan requires detailed data from a wide range of documents – beyond just investment accounts.

Manually sifting through tax returns, insurance policies, estate documents, and more, and then entering that data, is incredibly inefficient and takes away from the time you could spend analyzing and strategizing for your prospect.

How does Flextract work? 

Flextract makes it easy for clients to upload documents, automatically organizes and extracts valuable structured data from them.

COLLECT

Effortless Document Upload

Prospects simply and securely upload all their financial documents – from tax returns and insurance policies to investment statements and estate documents.

No questionnaires, accounts or complex portals needed. This removes a major barrier to getting a complete financial picture quickly.

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ORGANIZE

Intelligent Data Extraction & Organization

Flextract's AI automatically extracts key data points from every document and organizes them into a structured, easily accessible format.

It identifies document types, extracts relevant figures, and even helps you track what's been received for a complete planning checklist. Stop wasting hours on manual data entry and organization.

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ANALYZE

Insightful Prospect Reports

Flextract generates personalized reports from the extracted data, designed to help you quickly surface planning opportunities across a prospect's entire financial life – investments, insurance, tax, estate, and more.

Use these clear, concise reports to educate prospects, demonstrate your comprehensive value early in the sales process, and build a compelling case for your services

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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.

Testimonials

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READY TO GROW?

See Flextract in Action

Discover how effortless data gathering and actionable insights transform your business development process. Get the comprehensive data you need quickly, generate powerful personalized insights to educate prospects, and win more financial planning clients.