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OperationsIQ — AI Document Extraction

Say Goodbye To Manual Data Entry With AI-powered Instant Document Extraction

Let AI instantly extract positions, cost basis, and account data from any brokerage or custodial statement — and deliver immediate portfolio insights.
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The Problem

Manual data entry from brokerage statements, custodial statements, 1099s, and K-1s is consuming 5-10 hours per new client and costing you $50,000+ per employee annually in wasted time.
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Fragmented extraction across formats
You're manually entering account numbers, positions, shares, and cost basis from different custodian formats while switching between extraction tools, spreadsheets, and analysis platforms.
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Manual tasks waste 40% of work time
Research shows that workers estimate they could save 6+ hours weekly if repetitive aspects of their jobs were automated - that's nearly a full workday per week lost to manual processes.
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Document length creates bottlenecks
Whether you're scanning 10 pages, 30 pages, 100 pages, or 300 pages, manual extraction becomes exponentially more time-consuming while AI-powered processing handles any document size consistently.
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Different extraction & analysis systems
You extract data manually in one process, then re-enter it across fragmented risk and analytics platforms — three separate workflows that should be one. Every handoff is a chance for error and a delay before the advisor can act.
The costly result

$50,000+ per employee

annually in opportunity cost & non-revenue generating activities

At $100/hour fully loaded staff cost, employees spending 10+ hours weekly on manual data entry cost $50,000+ annually. When you can't instantly extract and analyze portfolio data, you lose prospects to advisors who demonstrate immediate value during the first meeting.

Your Guide to Instant Portfolio Analysis

AI-powered document extraction with instant portfolio analysis

Built on modern machine learning algorithms trained on thousands of custodian statement formats,  instantly recognize and extract data from any document while providing immediate portfolio analytics.

Built for modern advisors who need speed and accuracy

While others build basic OCR tools, we've created an AI-powered solution that combines document insights with portfolio analysis, allowing you to move from statement upload to client presentation in minutes, not hours.
How It Works

Investment Statements Portfolio Insights

Step 1
Upload Any Investment Statement
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Drop in statements, PDFs, scanned documents, or even phone photos from any custodian, regardless of format, length, or complexity.

Step 2
AI-Powered Data Extraction
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Our sophisticated AI engine instantly recognizes and extracts all accounts, positions, shares, cost basis, account types, and additional investment details with precision that surpasses manual processes.
Step 3
Immediate Portfolio Analysis
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Get detailed portfolio analysis including sector concentration, geographic exposure, top holdings, and risk analytics in seconds - no additional tools needed.
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Get AI-powered Document Extraction With Instant Analytics

Advisors using AI-powered document processing report 90% reduction in manual data entry time, 10x faster client onboarding, and immediate portfolio analysis that close more prospects.

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Total Document Processing

  • Universal format recognition

    Automatically process any custodian statement format regardless of document length

  • Precision AI extraction

    Enhanced machine learning identifies accounts, positions, shares, and cost basis with accuracy exceeding manual processes

  • Full asset coverage

    Complete support for stocks, bonds, mutual funds, ETFs, and options with CUSIP identification

Immediate Portfolio Analytics

  • Instant analysis

    Get sector concentration, geographic exposure, asset allocation, and top holdings delivered in seconds

  • Portfolio insights, not just raw data

    Immediate portfolio statistics, risk metrics, and performance data ready for client conversations

  • Presentation-ready insights

    Portfolio insights formatted for client presentations with customizable charts and tables

Workflow & Efficiency

  • AI-powered speed

    Transform time-consuming 2-3 hour processes into a few seconds of analysis

  • Unified workflow

    Seamless integration with document extraction and portfolio insights into one workflow

  • Custom AI adaptation

    Specialized workflows that support structured products and alternatives

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Real Impact

  • 90% reduction in manual data
  • 10x faster client onboarding
  • More time on revenue-generating activities
Without OperationsIQ
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Lose $50,000+ on manual work
  • Manual data entry wastes 10+ hours weekly per employee
  • $50,000+ annual opportunity cost per employee
  • Prospects choose faster competitors
With OperationsIQ
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Unlock $50,000+ in productivity gains
  • Process any document format in seconds, not hours
  • Unlock $50,000+ in productivity per employee annually
  • Showcase portfolio expertise that wins clients

What our customers are saying

"StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients."
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Deb DeTray
Advisor,
DeTray Investment Group
"StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors who are running different strategies.”
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Corey Franco, CFS®
President,
NobleBridge Wealth
Management
"We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit.
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Kyle Wiggs
President and Founder,
UX Wealth

Convert Investment Documents Into New Revenue

AI-powered processing that demonstrates immediate value and closes prospects during the first meeting while saving you $50,000+ per employee annually.

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Transform document processing from costly manual extraction to instant portfolio analysis.

Frequently Asked Questions

We're here to help answers to some top questions from investors like you.

  • What is AI document extraction?

    AI document extraction reads a financial document — a brokerage statement, custodial statement, or tax form — and converts it into structured data: positions, cost basis, account details, share counts. Unlike rule-based OCR, AI extraction handles formats it hasn't seen before, so advisors don't wait on template-building for every new custodian.

  • What types of financial documents can AI extract?

    OperationsIQ extracts data from brokerage statements, custodial statements (Schwab, Fidelity, Pershing, and others), 401(k) statements, tax documents (1099, K-1), and investment policy statements. Any custodian format, any document length — phone photo, scanned PDF, or native PDF.

  • How does AI document extraction work for financial advisors?

    Drop in a statement. The model identifies the document type, locates the accounts and positions, extracts holdings with cost basis and share counts, and feeds the structured data directly into portfolio analytics, suitability checks, and proposal generation. The advisor reviews and approves — extraction speeds the work, the judgment stays human.

  • How accurate is AI extraction from custodian statements?

    Accuracy depends on document quality and the underlying model. OperationsIQ is trained on thousands of custodian statement formats and reports field-level confidence on every extraction, so advisors know which data points to spot-check and which to trust. Errors are visible, not hidden — that's the difference between AI you can defend in an audit and AI you can't.

  • Should advisors build or buy AI document extraction?

    Buy. Building means training models on every custodian format change, maintaining a labeling workflow, and accepting compliance liability for extraction errors. Buying from a wealth-management-specific platform means the model already understands brokerage and custodial documents, and the vendor owns the data-quality SLA.

  • What's the difference between OCR and AI document extraction?

    OCR converts pixels into characters. AI document extraction understands what those characters mean — that a number in a specific position on a specific custodian's statement is a cost basis, not a current price. OCR alone produces text. AI extraction produces structured data that flows into portfolio analytics.

  • How is AI document extraction different from intelligent document processing (IDP)?

    Intelligent document processing is the general category — extracting data from any document type for any industry. AI document extraction for wealth management is a specialization within IDP: trained on advisor-specific documents (custodial statements, brokerage records, tax forms) and connected to advisor workflows (portfolio analysis, suitability, proposals) rather than generic data fields.

  • Can AI extract data from investment policy statements?

    Yes. OperationsIQ reads prospect IPS documents — investment objectives, risk parameters, asset allocation constraints — and auto-populates StratiFi's IPS generator with the existing terms so advisors can produce a new IPS or update an existing one without retyping. Useful for prospect onboarding and annual IPS reviews.