Client Data Intelligence for Financial Advisors
Gather client documents and make sense of them — fast.
- Smart checklists
- Branded client portal
- Client-ready reports
- Extract data from any document
- Push data to any system
Trusted by fast-growing advisory firms
Mokan Wealth 
Foundry Financial 
Everest Private Wealth 
Beyond Balanced 
Partner PF 
Earn Into Wealth 
Minerva Planning Group 
Trinity Wealth 
Windjammer Wealth 
Maridea Wealth 
Meyers Money 
K2 Wealth 
Bellwether Wealth 
The Planners 
FFPlan 
Intentionalize Mokan Wealth Foundry Financial Everest Private Wealth Beyond Balanced Partner PF Earn Into Wealth Minerva Planning Group Trinity Wealth Windjammer Wealth Maridea Wealth Meyers Money K2 Wealth Bellwether Wealth The Planners FFPlan Intentionalize Financial Planning Takes Weeks of Prep Work
Great financial advice requires complete, accurate data. But gathering documents, entering data, and keeping everything current consumes hours that should go to planning.
Weeks of Document Chasing
New client onboarding stalls while you wait for tax returns, statements, and policies. Every missing document delays the plan.
Hours of Manual Entry
Typing data from statements into planning software takes hours per client—time better spent talking to clients.
Data That's Always Outdated
By the time you've entered everything, circumstances have changed. Keeping the picture current is a never-ending battle.
Build a Complete Client Picture in Days
Flextract automates document collection, data extraction, and organization—so your team can start planning faster and keep client data current.
Gather
Collect documents with Smart Checklists. Share a branded portal with clients. Match uploads automatically.
Analyze
Our AI reads and extracts data in seconds. Generate reports. Ask questions with Deep Dive.
Integrate
Use the Chrome Extension to bring extracted data into any web-based tool.
More Time for Advice, Less Time on Admin
When the busywork disappears, planning teams get back to what they do best—delivering great advice.
"If there were ways that we could, instead of making that a three to six hour process, could make that a two and a half hour process. And you do that a hundred times, well, you just save 250 hours."
"You just jump to value so much quicker. This is solving a pain point that no one's solving."
"The simplicity is key. Client experience is the main thing."
See Flextract in Action
Take an interactive tour to see how planning teams use Flextract to build complete client pictures faster.
Simple Pricing
No per-seat fees. No complex math. Just pay for the clients you serve.
Enterprise Security. Personal Service.
SOC2 Type II Compliant
Independently audited security controls
End-to-End Encryption
256-bit AES encryption at rest and in transit
Enterprise AI Models
Your data is never used to train AI models
US-Based Support
Real humans who respond in hours, not days
Ready to stop chasing documents?
No credit card required | Explore with demo data