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.
Client and financial details from uploaded documents: holdings, balances, and beneficiaries from PDFs and statements, synced straight to your CRM and planning tools, with discrepancies flagged for advisor review.
What does AI document intelligence extract for advisors?
- ✓ Extract holdings, balances, and beneficiaries from PDFs
- ✓ Sync to CRM and planning platforms automatically
- ✓ Flag discrepancies for advisor review
Document Intelligence, answered
Which documents can it read?
Account statements, plan documents, and the PDFs clients actually send: it extracts holdings, balances, beneficiaries, and account details into structured data.
Where does the extracted data go?
Straight to the CRM and planning platforms the firm runs, so the client record updates without anyone retyping a statement.
What happens when a document disagrees with the record?
The discrepancy is flagged for advisor review rather than silently overwritten, so the human stays in the loop on every change.
Explore the rest of WealthAmp
Referral Coaching
See where the asks are across your book, which phrasings win, and what your best advisor does differently.
Meeting Preparation
The one thing to land, the questions to ask, and a minute-by-minute game plan for every meeting.
Practice
Practice the exact upcoming conversation with a simulated version of the real client.
Meeting Debrief
Minutes after the call: summary, outcome, action items, a drafted follow-up, and the exchange that worked.
Client Queries
Ask questions across every client conversation your firm has ever had, and see the patterns.
Note-Taking
Capture every conversation accurately, with a citation for every extracted claim.
Client Profile Management
A profile that writes itself from conversations, every fact cited, no data entry.
Send personalized emails, recaps, and intro requests with AI-generated, data-backed drafts.
Form Fill
Automatically fill forms using client data collected and enriched from multiple sources.
See Document Intelligence in action
Walk through the WealthAmp platform with our team and see how it fits the way your firm grows.