LEA - data extraction and planning opportunity generation
Came across this tool recently - it reminds me of a Holistiplan lite of sorts.
Some quick bullet points:
  • Streamline data entry into financial planning software
  • Rename and organize client documents and statements according to the firm's naming convention
  • Generate financial planning opportunities using AI, and populate existing systems with that data (e.g. CRM)
This tool is still in development, but it looks promising! Any questions, reach out to
8:06
2
6 comments
• Nov '23
Pretty similar to FPalpha, does more documents than FP - but similar output.
2
• Nov '23
Good to know.
0
• Nov '23
Interesting tool, thanks for sharing that
1
• Nov '23
This sound very cool, there is a company that does it already, I am blanking on the name. The reason why I didn't like that company is because the recommendations are coming from them. I wish that the tool should read the data but allow me to edit and create my own templated recommendations.
0
• Nov '23
LEA does allow you to revise the recs.
Is the company Bento Engine by chance?
0
• Nov '23
FPalpha
0
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Joe Moss
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LEA - data extraction and planning opportunity generation
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