RIA ops teams inherit whatever document processing infrastructure their software vendor chose.

RIA ops teams inherit whatever document processing infrastructure their software vendor chose.

Most vendors made that choice based on general enterprise document volume. Not financial services document complexity.

A custodian statement consolidating three accounts has running totals that only resolve across pages. A tax form from a smaller preparer doesn’t follow the layout most extraction tools were trained on. These aren’t edge cases — they’re the documents an ops team processes every week.

We chose Reducto as LEA’s extraction layer because they built for this. Their accuracy on the document types RIA firms actually use exceeded 99% on our real documents. Their failures are predictable and flagged — not silent. They process three billion pages in production.

Before this integration, documents outside the most common formats required manual fallback review. Post-integration, that exception rate is below 2% across the full range of documents our customers bring.

Every firm running on LEA inherits that infrastructure. Reducto handles extraction. We build the wealth management logic on top: the data schema, cross-document validation, exception routing, custodian integrations.

What the ops team sees: documents go in, structured data comes out. What they don’t see is the infrastructure that makes that reliable across the full range of what wealth management actually looks like on paper.