Building a client's financial picture by hand can mean working through as many as 100 documents, be it bank statements, mortgage records, insurance policies – taking close to 30 hours of manual entry before the real work of advice begins. MoneyMap™ reduces that to about 10 seconds.
MIND™ AI reads thousands of documents at once, pulls out the figures that matter and assembles a verified, living financial statement for every client – assets, liabilities, income and expenses in one system of record. Onboarding stops being the thing that stands between an advisor and the relationship.
That verified record is also the foundation the rest of the platform runs on. With MoneyMap™ in place, ClientStories™, ClientScore™ and Intelligent Signals™ follow from it – meeting-ready insight, peer benchmarking and plan recommendations, with none of the manual assembly.
It is a large part of how a single advisor moves toward 200 clients without giving any of them less: the groundwork takes seconds, so the hours go to advice.
Adrit Pathak, Head of Product, Intelligent Advisor walks through how it works in the video.
