Transform your data entry process with Smart Import™
Leverage AI to create and update client plans faster than ever before
A simpler way to enter plan data
Upload Documents
Upload client statements, meeting transcripts, and other planning documents with confidence
Extract Key Planning Data
Automatically extract the information relevant to the financial plan
Confirm & Update Instantly
Choose what information to bring into new or existing client plans
Accelerate Client Plan Creation
Securely upload client documents and Smart Import's AI technology extracts core planning data such as client name, income, expenses, and goals, enabling faster plan setup with less manual work.
Quickly Update Client Plans
Drop in a PDF or TXT file with anything from meeting notes to a list of client updates. New planning details are identified, allowing for updates to an existing plan in just a few clicks.
Simplify Account Entry
Use account statements to create new investment accounts or update holdings and balances in existing accounts. Key data is extracted automatically, reducing time spent on manual entry.
Easily migrate client plans with additional data import options
Start Driving Client Success Today
- 20-minute 1:1 virtual demo
- 14-day free trial
- Ask any questions