LEA - AI Workflow Automation for RIAs

Founded 2023

Extract financial data from client documents and sync records directly to enterprise systems

You can use LEA to extract financial data from client documents directly within your existing file systems and CRM. The system reads brokerage statements, tax returns, estate plans, and fee agreements stored in Box, Egnyte, or SharePoint. It automatically captures portfolio holdings, cost basis, and account terms without manual data entry. Extracted records map directly into Salesforce Financial Services Cloud with built-in duplicate checks. It also flags low-confidence extractions for human review, reducing operational workload during client onboarding, fee audits, and advisor transitions.

What LEA - AI Workflow Automation for RIAs does

Parse brokerage statements into structured dataExtract fee clauses from advisory contractsSync client holdings to Salesforce Financial Services CloudTag Box documents with extracted metadataProcess K-1 tax forms for alternative investmentsReview flagged extractions with low confidence scoresExtracts positions, cost basis, and tax lots directly from brokerage statementsPulls billing terms and exception clauses directly from client agreementsRuns directly inside existing enterprise storage like Box and EgnyteMaps structured data straight to Salesforce Financial Services Cloud objectsMaintains an audit trail tracking all data lineage and field modificationsRoutes low-confidence document extractions to human review queuesConnects with enterprise Anthropic Claude and OpenAI accounts

Frequently asked

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