New tool instantly creates a PFS (Professional Finance Statement). This is achieved through a central knowledge base that makes the advisor more intelligent & proactive, replacing the month-long onboarding process with a strategy session and powering a new generation of insight-driven advisor tools like Client Stories and Financial Chat.
LOS ANGELES – October 9, 2025 – Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announced the launch of Money Map, a revolutionary tool that automates the creation of a client's complete financial picture. By ingesting unstructured documents, Money Map’s proprietary AI creates a dynamic client knowledge base, eliminating the manual, inefficient processes that have defined client onboarding for decades and enabling wealth managers to scale advice.
The traditional onboarding experience is a significant pain point for both clients and advisors, often requiring a month of chasing down documents and manually entering data into spreadsheets. This delays the delivery of meaningful advice and drains firm resources. Money Map solves this by turning the first client meeting from a data collection exercise into a strategic planning session, enabling advisors to provide immediate, data-driven value that updates automatically and drives an engaged client relationship.
The core innovation is Communify’s MIND AI engine, which employs a multi-stage process to transform unstructured documents like tax returns and brokerage statements into a dynamic client knowledge base. Using advanced Natural Language Processing (NLP), the engine comprehends diverse document formats, while proprietary models trained on millions of documents identify and extract key financial “named pairs”—such as an asset and its corresponding value. This structured data is then cross-validated and organized into a time-series view of assets, liabilities, income, and expenses. The result is the client's Money Map: an instant, accurate snapshot of their net worth and cash flow that eliminates manual data entry and serves as a foundational knowledge base for:
- A Reinvented Onboarding Experience: The cumbersome process of filling out forms is replaced by a simple document upload. The AI engine generates the client’s complete financial picture automatically, creating a rapid, high-value onboarding tool that impresses clients from day one.
- The Foundation for Advanced Financial Planning: With a complete and accurate financial picture established in minutes, the Money Map serves as the essential foundation for all advanced planning activities, providing the necessary inputs to power goal tracking, scenario modeling, and holistic advice.
- The Engine for Downstream Advisor Tools: As a central knowledge base, Money Map is the vehicle that powers other key advisor functions. With a comprehensive central knowledge base ready in minutes, advisors can expect proactive notifications with insights about their clients financial picture as it pertains to their life events, financial activity, and the markets effects. It provides the complete, accurate data needed to generate narrative Client Stories, prepare for client reviews, and enable conversational AI with Financial Chat.
"Money Map is the foundational knowledge base that powers the entire advisor workflow," said Adrit Pathak, Head of Product Innovation at Communify. "By solving the data problem first, we unlock the ability to deliver truly personalized, AI-driven experiences like Client Stories and Financial Chat at scale. It's the engine that enables firms to unlock the power of AI against client data."
"Communify's expertise has always been in transforming complex data into unified knowledge bases, which then power incredible financial AI and digital solutions for leading firms around the world. It's our core competency," said Jennie Wang, Chief Client Solutions Officer, Wealth Management at Communify. "With Money Map, we are applying that exact same methodology to the most critical data of all: the client's complete financial picture. Our proprietary AI reads the real-world documents a client already has, turns that messy, unstructured information into an accurate balance sheet, and generates a comprehensive financial picture. Nobody else does that right now. It allows an advisor to provide immediate, data-driven value and turns the first meeting into a powerful competitive advantage."
Gains from Money Map include:
- Massive Operational Efficiency: Money Map does the “heavy lifting” by using proprietary AI to read unstructured documents like tax returns and statements, eliminating weeks of manual data entry. This frees up advisor capacity to focus on high-value strategic planning rather than administrative tasks.
- Accelerated Time-to-Value: The first client meeting is transformed from a data collection exercise into a productive strategy session. With a complete financial picture generated in minutes, advisors can provide immediate, data-driven insights, creating a powerful first impression and demonstrating value from day one.
- Enhanced Strategic Role for Advisors: By instantly organizing a client's assets, liabilities, income, and expenses, Money Map equips advisors to drive actionable conversations about cash flow, savings rates, and scenario planning, solidifying their role as an indispensable financial partner.
- Scalable, High-Quality Service: The tool's efficiency allows advisors to deliver a comprehensive, data-driven planning experience to their entire client base, not just the top tier. This enables firms to scale their services and grow their business without compromising on the quality of advice.
Money Map is available today as a core component of the Communify Pro+ Classics package, supporting both initial client onboarding and dynamic, time-series updates as a client’s financial situation evolves.
To learn more about Money Map or to schedule a demo of Communify, visit communify.com.
About Communify
Communify is the leading Financial AI, Digital & Data Solutions company. Our mission is to deliver precise insights and add mass value to investors and investment professionals by unifying the communication of market & client data with our mature and trusted knowledge bases, digital apps, chat and AI Stories. Communify’s Knowledge Base of 4,000+ unique data feeds powers Communify’s advanced AI capabilities for the next generation of communication, automation and management of financial data. Whether you are just starting your digital journey or well on your way, Communify is the innovation partner that can help you take it to the next level. To learn more about Communify, visit communify.com.
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