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Flextract

HQ Address

Manhattan, NY, United States

Website Address

flextract.com/

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Client Data Intelligence for Financial Advisors

Gather client documents and make sense of them — fast

Flextract AI frees you from manual data entry so you can focus on working with clients.

 

Flextract Solutions

Flextract

Gather Collect documents with Smart Checklists. Share a branded portal with clients. Match uploads automatically. Analyze Our AI reads and extracts data in seconds. Generate reports. Ask questions with Deep Dive. Integrate Use the Chrome Extension to bring extracted data into any web-based tool.  ...

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