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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.
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.

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.

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

Deliver A Great Client Experience
Create a positive first impression for clients by making onboarding painless. No lengthy questionnaires or complex portals.
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.
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.