Turn statements and documents into structured data
Extract client and financial details from uploaded documents and sync them straight to your CRM and planning tools. No manual data entry, no transcription errors.
What document intelligence does for you
- ✓ Extract holdings, balances, and beneficiaries from PDFs
- ✓ Sync to CRM and planning platforms automatically
- ✓ Flag discrepancies for advisor review
Explore the rest of WealthAmp
Note-Taking
Capture notes with unmatched accuracy, speaker attribution, and configurability.
Meeting Preparation
Get organized key details, agendas, action items, and client email drafts before meetings.
Form Fill
Automatically fill forms using client data collected and enriched from multiple sources.
Send personalized emails, recaps, and intro requests with AI-generated, data-backed drafts.
Client Queries
Surface referral openings, held-away assets, and major life events instantly.
Client Profile Management
Keep one unified, always-current client record synced across your whole wealth stack.
See Document Intelligence in action
Walk through the WealthAmp platform with our team and see how it fits the way your firm grows.