The problem today
- Investment portfolio analysis is the part advisors are paid for.
- Ai for document processing closes that gap, which is why portfolio analysis and document process automation turn out to be the same project.
Portfolio Analysis
Automated document processing for account statements
A prospect arrives with statements from three custodians, in three layouts. Somebody used to read all of them and type every holding into a spreadsheet before an advisor could build a recommendation.
Book a free Claude 101
How it works
- Statements are read where they sit
- Every holding is extracted
- Holdings are classified
- Allocations are computed
- The deck is filled
Where it runs today
A wealth advisory firm
Statements go in, holdings come out sorted by asset type, and the current and proposed allocations land on the right slides of the firm's own proposal deck.
What it connects to: Black Diamond, Salesforce, Redtail, PowerPoint, Google Slides, Excel, SharePoint and Dropbox.
Is this the right fit for your firm?
Which custodians?
Any. Each statement's layout is read on the way in.
What about handwriting or scans?
Handled, with anything unclear flagged rather than guessed.
Who checks the allocation?
The advisor, before the meeting.
Does it work for existing client reviews too?
Yes. The same reading and classification drives review packets.
Start with the task your team repeats every week
Bring it to a free one-hour Claude 101, on Claude, the AI assistant made by Anthropic, and see what can be set up to take it off their desk.
Book a free Claude 101