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Group 1321319388 AI-powered
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Use AI trained by top independent wealth firms, engineered with sophisticated quant finance & grounded in proven behavioral finance
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Extract Documents
Extract Documents
Extract Documents
Extract Documents
Extract Documents

Trusted By Firms With

$100B+ assets

Under Management

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The wealth managment problem

Independent RIAs Are Caught In An Impossible Squeeze

Guiding principles behind everything we do

How We Help in a Crisis

When incidents happen, Borneo.io ensures:
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Rapid Response

Immediate access to top-tier security advisors.

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Rapid Response

Immediate access to top-tier security advisors.

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Rapid Response

Immediate access to top-tier security advisors.

Why Choose Our Solutions

Discover how we stand out with innovative approaches, tailored strategies, and proven results designed to meet your specific needs. Experience the difference with our innovative solutions

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Unlock unparalleled success with our tailored solutions, designed to deliver innovative approaches, seamless execution

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Unlock unparalleled success with our tailored solutions, designed to deliver innovative approaches, seamless execution

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Highlight key benefit or feature

Unlock unparalleled success with our tailored solutions, designed to deliver innovative approaches, seamless execution

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Unlock unparalleled success with our tailored solutions, designed to deliver innovative approaches, seamless execution

Old World

  • Manual discovery, remediation and compliance.
  • Manual discovery, remediation and compliance.
  • Manual discovery, remediation and compliance.
  • Manual discovery, remediation and compliance.

Old World

  • Manual discovery, remediation and compliance.
  • Manual discovery, remediation and compliance.
  • Manual discovery, remediation and compliance.
  • Manual discovery, remediation and compliance.
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Borneo Cloud
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    Single-tenant separate AWS account for every customer.
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    Single-tenant separate AWS account for every customer.
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    Single-tenant separate AWS account for every customer.
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    Single-tenant separate AWS account for every customer.
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    Single-tenant separate AWS account for every customer.
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Borneo Cloud
  • check-square
    Single-tenant separate AWS account for every customer.
  • check-square
    Single-tenant separate AWS account for every customer.
  • check-square
    Single-tenant separate AWS account for every customer.
  • check-square
    Single-tenant separate AWS account for every customer.
  • check-square
    Single-tenant separate AWS account for every customer.
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Automatically discover all sensitive data—structured and unstructured—across databases, clouds and SaaS apps. Categorize it with ML based classifiers and act on them based on their severity score.
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Automatically discover all sensitive data—structured and unstructured—across databases, clouds and SaaS apps. Categorize it with ML based classifiers and act on them based on their severity score.
slider-video-thumbnail
Automatically discover all sensitive data—structured and unstructured—across databases, clouds and SaaS apps. Categorize it with ML based classifiers and act on them based on their severity score.
slider-video-thumbnail
Automatically discover all sensitive data—structured and unstructured—across databases, clouds and SaaS apps. Categorize it with ML based classifiers and act on them based on their severity score.
slider-video-thumbnail
Automatically discover all sensitive data—structured and unstructured—across databases, clouds and SaaS apps. Categorize it with ML based classifiers and act on them based on their severity score.
slider-video-thumbnail
Automatically discover all sensitive data—structured and unstructured—across databases, clouds and SaaS apps. Categorize it with ML based classifiers and act on them based on their severity score.
slider-video-thumbnail
Automatically discover all sensitive data—structured and unstructured—across databases, clouds and SaaS apps. Categorize it with ML based classifiers and act on them based on their severity score.
slider-video-thumbnail
Automatically discover all sensitive data—structured and unstructured—across databases, clouds and SaaS apps. Categorize it with ML based classifiers and act on them based on their severity score.
slider-video-thumbnail
Automatically discover all sensitive data—structured and unstructured—across databases, clouds and SaaS apps. Categorize it with ML based classifiers and act on them based on their severity score.
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Mathijs Kriek
Partner & Chief Investment Officer

Mathijs is a visionary leader with 10 years of experience in investment management and strategic financial planning. As Partner & Chief Investment oversees the development and execution of innovative investment

image (5)
Mathijs Kriek
Partner & Chief Investment Officer

Mathijs is a visionary leader with 10 years of experience in investment management and strategic financial planning. As Partner & Chief Investment oversees the development and execution of innovative investment

image (5)
Mathijs Kriek
Partner & Chief Investment Officer

Mathijs is a visionary leader with 10 years of experience in investment management and strategic financial planning. As Partner & Chief Investment oversees the development and execution of innovative investment

image (5)
Mathijs Kriek
Partner & Chief Investment Officer

Mathijs is a visionary leader with 10 years of experience in investment management and strategic financial planning. As Partner & Chief Investment oversees the development and execution of innovative investment

The wealth managment problem

FAQ

Guiding principles behind everything we do

  • What is StratiFi?

    StratiFi’s PRISM technology provides Factor-based risk analysis that is deep and robust. This allows you to distinguish between factors that increase upside potential from factors that reduce downside risk. Our client profiling questionnaire evaluates both risk tolerance and financial capacity to help you identify a suitable portfolio for your clients to meet their goals.

    Our platform is sophisticated yet simple so you know what drives risk and can explain it to clients.

  • What is StratiFi?

    StratiFi’s PRISM technology provides Factor-based risk analysis that is deep and robust. This allows you to distinguish between factors that increase upside potential from factors that reduce downside risk. Our client profiling questionnaire evaluates both risk tolerance and financial capacity to help you identify a suitable portfolio for your clients to meet their goals.

    Our platform is sophisticated yet simple so you know what drives risk and can explain it to clients.

  • What is StratiFi?

    StratiFi’s PRISM technology provides Factor-based risk analysis that is deep and robust. This allows you to distinguish between factors that increase upside potential from factors that reduce downside risk. Our client profiling questionnaire evaluates both risk tolerance and financial capacity to help you identify a suitable portfolio for your clients to meet their goals.

    Our platform is sophisticated yet simple so you know what drives risk and can explain it to clients.

  • What is StratiFi?

    StratiFi’s PRISM technology provides Factor-based risk analysis that is deep and robust. This allows you to distinguish between factors that increase upside potential from factors that reduce downside risk. Our client profiling questionnaire evaluates both risk tolerance and financial capacity to help you identify a suitable portfolio for your clients to meet their goals.

    Our platform is sophisticated yet simple so you know what drives risk and can explain it to clients.

  • What is StratiFi?

    StratiFi’s PRISM technology provides Factor-based risk analysis that is deep and robust. This allows you to distinguish between factors that increase upside potential from factors that reduce downside risk. Our client profiling questionnaire evaluates both risk tolerance and financial capacity to help you identify a suitable portfolio for your clients to meet their goals.

    Our platform is sophisticated yet simple so you know what drives risk and can explain it to clients.

  • What is StratiFi?

    StratiFi’s PRISM technology provides Factor-based risk analysis that is deep and robust. This allows you to distinguish between factors that increase upside potential from factors that reduce downside risk. Our client profiling questionnaire evaluates both risk tolerance and financial capacity to help you identify a suitable portfolio for your clients to meet their goals.

    Our platform is sophisticated yet simple so you know what drives risk and can explain it to clients.

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AdvisorIQ · Statement Scanning

AI statement scanning that turns any client statement into a meeting-ready portfolio.

Upload a brokerage statement, a 401(k), or even a phone photo. AdvisorIQ reads the document, extracts every position, and hands you a clean portfolio summary in minutes, ready for the client meeting.

Book a demo See how it works

Built for lead advisors and growing RIA teams that run client prep at scale.

The bottleneck

Manual statement entry is the slowest part of winning a new client.

Statement scanning replaces the manual re-keying of brokerage and custodial statements. The portfolio data already exists inside the document, and AdvisorIQ extracts it in minutes instead of the 30-plus minutes advisors spend typing it by hand.

Hours lost per client

Re-keying positions from a brokerage PDF can take 30 minutes to several hours per account, before any analysis even starts.

Errors that surface late

Hand-typed cost basis and share counts introduce mistakes that show up later, often in front of the client.

Stalled momentum

Slow prep delays the proposal, and a delayed proposal loses momentum with a prospect who is still deciding.

A real cost

Manual data entry quietly costs $50,000 or more in lost productivity per employee every year.

The data is sitting in the statement. AdvisorIQ gets it out for you, so prep stops being the thing that holds up the deal.

How it works

How AdvisorIQ statement scanning works.

Statement scanning works in three steps: upload the document, let AI extract every position, and review a meeting-ready portfolio summary. A 100-plus page statement is read in a few minutes.

1 · Upload

Drop in any statement

A PDF, a scanned page, or a phone photo all work, and a blurry image often reads fine. Brokerage statements, 401(k)s, IRAs, tax returns, and estate or insurance documents are all in scope.

2 · Extract

AI reads every position

AdvisorIQ processes 100-plus page documents in a few minutes and pulls ticker, description, quantity, cost basis, realized and unrealized gains and losses, and entity structure.

3 · Review

Open a meeting-ready summary

You get a clean accounts summary and positions view, plus sector concentration, geographic exposure, and risk analytics, ready to walk a client through.

CustodiansReads statements from Charles Schwab, Fidelity, Altruist, BNY Pershing, and more.
DocumentsBrokerage and custodial statements, 401(k)s, IRAs, tax returns, estate documents, and insurance policies.

The payoff

Statement prep that took half an hour now takes a few minutes.

Advisors using AdvisorIQ statement scanning report per-client data entry dropping from about 30 minutes to roughly five, a 90 percent reduction in manual entry, and tens of thousands of dollars in productivity recovered per employee each year.

~5 min
Per-client data entry, down from about 30 minutes
100+ pages
Read in a few minutes per document
90%
Reduction in manual data entry
$50K+
Productivity recovered per employee each year

"StratiFi has been a game-changer for me. Everything makes sense. I feel more confident sitting down with clients."

Deb DeTray, Advisor, DeTray Investment Group

Firms moving off manual entry also onboard faster overall. Fortis Capital Advisors cut proposal delivery from 24 to 48 hours down to same-day across 10,000 accounts. See the broader category in our guide to financial document extraction software for RIAs.

Before and after

From a stack of PDFs to a workflow that scales.

Manual prep

Type, check, repeat

  • Re-key every position by hand
  • 30 minutes or more per account
  • Cost basis and share-count errors
  • The proposal waits on data entry
  • Prep does not scale past a few prospects a week

With AdvisorIQ

Upload and analyze

  • Positions extracted automatically in minutes
  • Cost basis and gains pulled straight from the document
  • Data flows into risk scoring, IPS, and the proposal
  • One data lineage from scan to onboarding
  • Every advisor on the team prepares the same way

Scanning is the first step, not the whole job.

The data AdvisorIQ extracts flows into RiskIQ risk scoring with PRISM, IPS generation, proposals, e-signature, and onboarding, all on one data lineage. AdvisorIQ to OperationsIQ to ComplianceIQ, one seamless flow.

Book a demo

Questions

Statement scanning, answered.

What documents can AdvisorIQ scan?

AdvisorIQ scans the paperwork advisors collect during onboarding: brokerage and custodial statements, 401(k) and IRA statements, tax returns, estate documents, and insurance policies. It reads the holdings and account data out of the document so you do not have to re-key it by hand.

How fast is statement scanning?

AdvisorIQ reads documents of 100 or more pages in a few minutes. Advisors report that per-client data entry drops from about 30 minutes to roughly four or five minutes, and the result is more accurate than typing it by hand.

Is there a limit on how long a statement can be?

AdvisorIQ supports statements with up to 1,500 pages, so even long consolidated or multi-account statements can be scanned in a single pass.

Does the statement have to be a clean PDF?

No. You can upload a PDF, a scanned copy, or a photo taken on your phone. The image does not need to be perfectly clear. Even a blurry photo often produces good results.

What data does AdvisorIQ extract from a statement?

For each holding it pulls ticker, description, quantity, cost basis, realized and unrealized gains and losses, and entity structure. It then assembles an accounts summary and positions view, along with sector concentration and geographic exposure you can walk a client through.

What happens to the data after a statement is scanned?

Scanning is the first step of the AdvisorIQ workflow. The same extracted data flows into risk scoring through RiskIQ and PRISM, Investment Policy Statement generation, proposal building, e-signature, and client onboarding, all on one data lineage with no re-keying between steps.

Who is AdvisorIQ statement scanning built for?

It is built for lead advisors, firm owners, and investment teams at RIAs. The value compounds for firms with 10 or more advisors that want a shared prospect and proposal workflow, and for fast-growing firms expecting to cross that threshold within a year.

Start every client meeting with the portfolio already mapped.

See how fast AdvisorIQ turns a stack of statements into a meeting-ready portfolio, then carries that same data through risk, proposals, and onboarding.

Book a demo Explore AdvisorIQ