Automation for wealth and asset management firms

To make the best decisions for your clients, you need access to accurate, up-to-date information on their portfolio. With Patterns, you can immediately automate your workflows for common documents used in portfolio management, eliminating manual data entry and ensuring the data you use is validated and in exactly the form you need.

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Automate your portfolio data processing instantly with Patterns such as:

  • Brokerage statements/Custodial statements
  • Mutual fund prospectuses
  • Schedule K-1
  • Form ADV
  • US tax forms: W4, W-8 BEN, all 1040s, and 1099-INT, -DIV, and -MISC

Get more data in less time

Using Patterns built with advanced AI, including machine learning and large language models, you can process large quantities of reporting data and portfolio management documents in less time, while being confident that your data is traceable and verified before it goes into your systems.

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Not seeing what you need?

If we’re missing a key document in your workflow, reach out and we can create a custom Pattern for your firm’s data sets.

Get in touch

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