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

https://www.getlea.io/ Contact: @Max Klein View in Category

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

https://www.knapsack.ai/ https://www.linkedin.com/company/getknap/ https://www.youtube.com/@KnapsackHQ https://fintech.kitces.com/details/client-engagement/client-meeting-support/knapsack Contact: @James Cantwell View in Category