Parse
PDFs, Scans, Photos, Faxes (it'd be cool to visualize this cause competitors can't to faxes etc)
99%+ Accurate
Hallucination safeguards create trust
Rapid
Average turn around time under 1 hour
Uplevel
Employees focus on higher level tasks
PDFs, Scans, Photos, Faxes (it'd be cool to visualize this cause competitors can't to faxes etc)
Hallucination safeguards create trust
Average turn around time under 1 hour
Employees focus on higher level tasks
IDEA: for each, brokerage and estate, showoriginal document with bounding boxes of useful information being extracted
Add missing fields automatically
Target portfolios, Top Drivers of Risk, Implementation plans, Fee comparisons, Capital Market Assumptions
Download or send data to partner apps
40,000+ public and private securities and growing
Utilizing GenAI for private security master
Automatic classification gives deeper understanding of prospect's assets
See data how you want it displayed
Enterprise Grade GPT
Data siloed per client