Wealth advisors used to comb through client intake documentation manually.
Now they can use LEA – the only way to turn piles of digital paper into investment proposal data, account opening information, and financial planning inputs in minutes.
Key Features
LEA is different from a throwing your documents at a generative AI portal or using off-the-shelf enterprise data extraction solutions. Our models are purpose-built for wealth advisors who are setting up new client relationships.
AI-powered notetakers and outbound marketing tools get you off the start line. But what do you do when a client (or 5!) shows up with a stack of information about their entire financial life? That's when it's time to get down to business.