AI Paraplanner tool -> RightCapital?

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.

4 comments