With each new prospect and client, wealth advisors used to manually comb through piles of intake documents. Now, they use LEA to get the data they need to close prospects faster and onboard clients more efficiently.
LEA provides tailored, AI-powered workflows that get jobs done, so that you and your firm can focus on what matters most: deepening client relationships. Inside the LEA Portal, link your core systems (document vault, CRM, with more added monthly), and start ingesting client documents to:
Extract statement data for proposal generation
Extract holdings from brokerage statements in 5 minutes or less into your preferred format (Orion Risk Intelligence / Hidden Levers, Morningstar Portfolio Analyzer). Download and ingest holdings to speed up proposal generation.
Auto-organize client documents in your vault
Link your preferred vault (Box, Egnyte, Google Drive, Sharepoint) to ingest files. LEA classifies and re-names 20+ document types, then returns everything to your preferred folder in your document vault.
Compile and ingest client data into Salesforce
Automatically compile extracted client data from client intake documents, and export the data to Salesforce with one click. We work with your firm to map Salesforce objects to ensure clean, accurate connections.
LEA is different than proposal generation, onboarding, specialized planning or advice engagement software. We automate specific, data-intensive jobs you and your firm need to complete to run and grow your practice. This focus means that we not only integrate with your core software platforms - we go a step further to feed your core software systems the data needed to make everything work better.
Join the most forward-looking firms and start exploring how AI-powered workflow automation can deliver results and fuel your next phase of your growth.