Platform Features
Everything you need to extract, analyze, and manage portfolio data from bank statements
Core Platform
Essential features for portfolio data extraction and management
Multi-Bank Statement Processing
Extract data from statements across 15+ major banks including Corner Bank, Interactive Brokers, UBP, and Lombard Odier.
Document Intelligence
Automatic detection of document structure, tables, and financial data with confidence scoring.
Data Correction Workflow
Review extracted data with inline editing, bulk corrections, and audit trail.
Excel Export
Generate professional 6-sheet Excel reports with summary, holdings, and validation metrics.
Portfolio Analytics
View asset allocation, sector breakdown, currency exposure, and performance metrics.
Reconciliation Tools
Compare extracted data against previous statements with exception handling.
Audit Trail
Complete logging of all changes with user attribution and timestamps.
Team Collaboration
Share portfolios with team members, assign reviews, and track progress.
Advanced Search
Find documents by client, bank, date range, or specific securities.
Batch Processing
Upload and process multiple statements simultaneously.
Email Import
Forward statements directly from email with automatic processing.
Mobile Access
View portfolios and approve corrections from any device.
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