Be More Efficient.
Be More Effective.
Don't just store client data. Put it to work across your entire stack.
We streamline the intake process by reading, categorizing, and extracting insights from documents the moment they arrive.
1. Zero-Friction Intake
No logins. Files automatically created in Drive/SharePoint client folders.
2. Extraction
From PDF to spreadsheet in seconds.
3. Intelligence
Automatic optimization opportunities.
Schwab 1099 Composite
Page 14 • State Tax-Exempt Analysis
Check: "MA Sch B > Line 6a"
Stop treating your portal like a junk drawer.
Most client portals are passive dumping grounds. Clients upload messy, unnamed files ("Scan_293.pdf") that you have to manually open, rename, and file away. We streamline the intake so you can focus on financial planning.
- 01 Client struggles to recall login password.
- 02 Uploads "Scan_293.pdf" (unknown contents).
- 03 You download, rename, and type data into Excel.
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No-Login Upload
Client clicks one secure link. No passwords to forget.
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Auto-Categorized & Analyzed
We rename the file, extract the data, and transfer to your firm storage.
The Solution
Secure storage and intelligent analysis working together.
Fin Pods Vault
Secure, Private Transfer & Audit Logs.
- No-Password Client Uploads
- Works With Your Existing Storage
- Zero-Access Privacy Support
Fin Pods Auditable Insights
Auditable Intelligence Engine.
- Paystub Analyzer
- SSA.tools Export Link
- Investment Statement Extraction
- Brokerage 1099 Standardizer
- Fund Tax Center
Built for Fiduciaries.
We incorporated as a Public Benefit Corporation to align our legal charter with your fiduciary duty. We don't lock you in. We don't sell your data.
We help you work more efficient and effective.