Introducing CapIntel's Statement Reader, designed to improve workflows and save time by automating the recreation of client portfolios.
Please note that this feature is in beta, and is available as an additional enterprise feature. If you're interested in this tool, please contact your company admin or our support team for more information.
About the Statement Reader
The Statement Reader streamlines the portfolio creation process by reducing time spent on manual data entry while creating portfolios based on client account statements. It minimizes human error while enhancing your efficiency and experience on CapIntel.
The robust security built into the Statement Reader keeps your confidential client information safe by not storing any statements. Once a statement's holdings are confirmed by an advisor in the Portfolio Editor, the statement is immediately deleted.
How it Works
While inside the Portfolio Editor, a client statement can be directly uploaded in CSV, PDF, JPG, or PNG replacing the manual CSV recreation. The Statement Reader will load the products and units based on the client statement, using the units of each product to calculate the value of the portfolio.
Once the allocation and products have been confirmed, the portfolio can be given a name and saved in CapIntel for use in client comparisons and presentations.