Analyze prospects, generate personalized investment proposals, and create advisor-ready talking points in under two minutes.
No more manual data entry. Simply upload a prospect’s PDF statement, and Pack automatically extracts every position—even across multiple accounts from any custodian.
→ Every position, every account, any custodianPack generates white-labeled investment proposals tailored to each client based on their risk profile, capital gains budget, investment constraints, and portfolio characteristics.
→ Personalized, branded, meeting-readyPack analyzes the current and proposed portfolios and generates advisor-ready talking points that highlight the key portfolio changes, identify weaknesses in the current portfolio, and explain the benefits of the recommended solution—helping you close more business.
→ Walk in knowing exactly what to sayA 20-minute live demonstration, starting from a client statement.