Connect with Mike: - @Mike Sherman - https://shermanws.com/ - https://www.linkedin.com/in/michaeljsherman1989/ The REAL Tech Stack: Schwab, T. Rowe Price, American Funds - Custodian Advyzon - CRM/Billing Nitrogen - Risk tolerance eMoney - Financial Planning Monarch Money - Budgeting (Love this tool) Fi360 - Investment Data / Analytics (I do alot of 401ks/Cash Balance Plans) Outlook/Onedrive - Email/Document Management Microsoft Teams - Team Communication AdvisorAssist - Compliance PreciseFP - Data Gathering fpPathfinder - Flowcharts

Hi friends - Can you point me to an AI tool that can help with client data gathering and inputting data into RightCapital? I'm looking for a tool that can collect data, create a progress bar, remind clients of outstanding items to upload, read documents, extract and enhance data, then put it into RightCapital ideally with our naming conventions. I understand I'm asking for a lot. I'd love to hear your ideas that cover a majority of the above ideal steps. The AI paraplanner type tools I've seen so far point to their own planning software vs. dropping it into RC, or they're more investment-focused. Looking for a tool that can read insurance docs, estate planning docs, tax docs, paystubs, budget uploads, equity comp grants, etc.

https://flextract.com/ Contact: @Rajesh Jayaraman View in Category

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https://grain.com/ https://www.linkedin.com/company/grainhq/ https://www.youtube.com/@grainhq https://fintech.kitces.com/details/client-engagement/client-meeting-support/grain View in Category