LEA helps RIA firms close new business faster, reduce account opening and financial plan preparation costs, and provide a streamlined client and advisor experience. Our purpose-built APIs get things done and connect to systems in your best-in-breed technology stack.
LEA provides APIs that automate critical, data-intensive tasks, starting with organizing and retrieving data out of statements and documents.
The APIs provide you and your operations and technology teams to AI-powered data extraction and normalization models trained specifically for wealth management.
Proposal generation: LEA extracts holdings from brokerage statements so your advisors and investment teams can turn around portfolio analysis faster.
Client data intake: LEA classifies, names, and organizes documents and statements your advisors ask clients to provide inside your firm's document vault.
Account opening: LEA extracts data from the client intake folder, and allows your advisors and clients service specialists to import data directly into Salesforce you need to prepare forms for client signature.
LEA delivers all the value of integrated data automation without adding any additional screens to your best-in-breed tech stack. Apply purpose-built AI to data-intensive workloads beyond purely operational tasks like note-taking and outbound marketing. Start thinking strategically about how data will make you, your advisors, advisor teams you acquire, and your clients, more satisfied.
Join the RIA technology builder movement and help advisors re-focus their attention on what matters most - engaging clients to build personalized relationships.
founders@getlea.io