Business introduction
Modern Data Gathering for Financial Advisors
More time with clients. Less time on data entry
Flextract AI frees you from manual data entry so you can focus on working with clients.
Flextract Solutions
Flextract
Built for financial planning workflows Complete automated data gathering from client portal to planning software Multi-document synthesis We synthesize data across all household documents to create complete profiles—not just single documents. Comprehensive coverage Tax returns, investment statements, insurance policies, estate documents, pay stubs—all document types, not just investments. Dynamic AI that adapts AI reads any document a......
