Nov '23 in AdvisorTech
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
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6 comments
LEA - data extraction and planning opportunity generation
skool.com/ria-os
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