Flextract for Wealth Management

Flextract streamlines the financial advice process by automatically extracting structured data from documents you rely on for financial planning and investment management.

BANK STATEMENTS

Uncover Cash Management opportunities

Flextract extracts transaction details, account balances, and cash flow patterns from bank statements.

This comprehensive view helps advisors identify budgeting inefficiencies and cash management opportunities, enabling them to provide targeted advice that enhances their clients' financial well-being.

BROKERAGE STATEMENTS

Optimize Asset Allocation and Planning

By extracting holdings, transaction histories, and performance data from brokerage statements, Flextract empowers advisors to identify opportunities for asset consolidation and uncover planning opportunities.

This holistic view of a client's investments facilitates more strategic and personalized wealth management advice.

TAX RETURNS

Unlock Tax Planning Opportunities

Flextract meticulously extracts income sources, deductions, and tax liabilities from tax returns.

This detailed breakdown allows advisors to identify tax planning opportunities, potentially reducing their clients' tax burden and improving their overall financial strategy.

INSURANCE POLICIES

Ensure Comprehensive Coverage

Flextract extracts policy types, coverage limits, premiums, and beneficiary information from insurance documents.

This enables advisors to quickly determine if clients have adequate coverage across various risk areas, ensuring comprehensive protection and identifying any gaps that need addressing.

WILLS & TRUSTS

Enhance Estate Planning Strategies

Flextract extracts key provisions, beneficiary designations, and asset distributions from wills and trusts.

This comprehensive overview of estate planning documents allows advisors to identify potential issues or opportunities for optimization, ensuring that clients' legacies are protected and their wishes are accurately reflected.

CUSTOM DOCUMENT TYPES

Tailored Solutions for Your Unique Needs

Flextract goes beyond standard document types. Our flexible system adapts to your specific requirements, ensuring comprehensive data extraction across all your critical documents.

Whether it's specialized industry forms, proprietary reports, or any other document crucial to your workflow, Flextract has you covered.

STREAMLINE YOUR OPERATIONS

Experience the Flextract Advantage Today

Don't let manual data extraction slow you down. Flextract offers a powerful, automated solution that saves time, reduces errors, and streamlines your workflow. Take the next step towards efficient, accurate document processing.