DATA EXTRACTION
DATA EXTRACTION
DATA EXTRACTION
Effortless Data Extraction Made Simple
Effortless Data Extraction Made Simple
Effortless Data Extraction Made Simple
Our Gen AI-powered tool effortlessly extracts key information from your documents and digitizes it, allowing you to directly ask questions and export data to your tools. Versatile and flexible, our tool processes various document types, empowering you to use it for investment proposals, reading alternative investment brochures, KYC, and more — saving you valuable time and resources.
Our Gen AI-powered tool effortlessly extracts key information from your documents and digitizes it, allowing you to directly ask questions and export data to your tools. Versatile and flexible, our tool processes various document types, empowering you to use it for investment proposals, reading alternative investment brochures, KYC, and more — saving you valuable time and resources.
Our Gen AI-powered tool effortlessly extracts key information from your documents and digitizes it, allowing you to directly ask questions and export data to your tools. Versatile and flexible, our tool processes various document types, empowering you to use it for investment proposals, reading alternative investment brochures, KYC, and more — saving you valuable time and resources.
How it works in 3 easy steps
How it works in 3 easy steps
How it works in 3 easy steps
Upload
Upload
Upload
Upload
Upload
Quickly upload documents via direct upload, API integration, or from your email
Quickly upload documents via direct upload, API integration, or from your email
Quickly upload documents via direct upload, API integration, or from your email
Quickly upload documents via direct upload, API integration, or from your email
Quickly upload documents via direct upload, API integration, or from your email
Select
Select
Select
Select
Select
Easily choose the specific information you need from the documents
Easily choose the specific information you need from the documents
Easily choose the specific information you need from the documents
Easily choose the specific information you need from the documents
Easily choose the specific information you need from the documents
Use!
Use!
Use!
Use!
Use!
Ask questions about the document and extract data in just one click
Ask questions about the document and extract data in just one click
Ask questions about the document and extract data in just one click
Ask questions about the document and extract data in just one click
Ask questions about the document and extract data in just one click
How is it being used today?
Our data extraction tool is flexible and versatile, designed to be utilized across different document types and business processes. Take a look at how it is being used today
Portfolio Statements
Alternative Factsheets
Fund Factsheets
Tax returns
Reading statements to simplify investment proposal creation
THE CHALLENGE
Crafting investment proposals for prospects is critical for financial advisors, but manually extracting data from various investment statements, often from different custodians, can be time-consuming and prone to errors.
SHERPAS SOLUTION
Our tool automates data extraction from investment statements of any custodian, capturing crucial information such as holdings, transactions, performance, and fees. This allows advisors to streamline their proposal creation process, saving time and ensuring accuracy.
Reading thousands of alternative investments factsheets to enrich your securities database
THE CHALLENGE
Including alternative investments in client portfolios is a growing trend: there are thousands of funds. However, the information is spread out across lengthy documents, sometimes hundreds of pages long, with no shared structure, making it hard to locate specific data points and making manual data entry a costly and time-consuming option
SHERPAS SOLUTION
Our tool reads through thousands of alternative investment brochures, regardless of structure or length, extracting key informationc (capital calls, distributions,...) and structuring it for easy access and analysis. Whether enriching a securities master or asking a fund through our Copilot, advisors can efficiently utilize the extracted data for informed decision-making
Review and refine extracted information directly before exporting it with just a click.
Review and refine extracted information directly before exporting it with just a click.
Review and refine extracted information directly before exporting it with just a click.
Review and refine extracted information directly before exporting it with just a click.
Review and refine extracted information directly before exporting it with just a click.
Simply ask questions and receive instant responses from our Copilot for quick analysis and decision-making
Simply ask questions and receive instant responses from our Copilot for quick analysis and decision-making
Simply ask questions and receive instant responses from our Copilot for quick analysis and decision-making
Simply ask questions and receive instant responses from our Copilot for quick analysis and decision-making
Simply ask questions and receive instant responses from our Copilot for quick analysis and decision-making
How is it being used today?
How is it being used today?
How is it being used today?
How is it being used today?
Our data extraction tool is flexible and versatile, designed to be utilized across different document types and business processes. Take a look at how it is being used today
Our data extraction tool is flexible and versatile, designed to be utilized across different document types and business processes. Take a look at how it is being used today
Our data extraction tool is flexible and versatile, designed to be utilized across different document types and business processes. Take a look at how it is being used today
Our data extraction tool is flexible and versatile, designed to be utilized across different document types and business processes. Take a look at how it is being used today
Portfolio Statements
Portfolio Statements
Portfolio Statements
Alternative Factsheets
Alternative Factsheets
Alternative Factsheets
Fund Factsheets
Fund Factsheets
Fund Factsheets
Tax returns
Tax returns
Tax returns
Reading statements to simplify investment proposal creation
Reading statements to simplify investment proposal creation
Reading statements to simplify investment proposal creation
Reading statements to simplify investment proposal creation
THE CHALLENGE
Crafting investment proposals for prospects is critical for financial advisors, but manually extracting data from various investment statements, often from different custodians, can be time-consuming and prone to errors.
SHERPAS SOLUTION
Our tool automates data extraction from investment statements of any custodian, capturing crucial information such as holdings, transactions, performance, and fees. This allows advisors to streamline their proposal creation process, saving time and ensuring accuracy.
Reading thousands of alternative investments factsheets to enrich your securities database
Reading thousands of alternative investments factsheets to enrich your securities database
Reading thousands of alternative investments factsheets to enrich
your securities database
Reading thousands of alternative investments factsheets to enrich your securities database
THE CHALLENGE
Including alternative investments in client portfolios is a growing trend: there are thousands of funds. However, the information is spread out across lengthy documents, sometimes hundreds of pages long, with no shared structure, making it hard to locate specific data points and making manual data entry a costly and time-consuming option
SHERPAS SOLUTION
Our tool reads through thousands of alternative investment brochures, regardless of structure or length, extracting key informationc (capital calls, distributions,...) and structuring it for easy access and analysis. Whether enriching a securities master or asking a fund through our Copilot, advisors can efficiently utilize the extracted data for informed decision-making
See Sherpas Wealth in action
Sign up for a demo today and experience the difference Sherpas can make in your practice.
Request a demo
See Sherpas Wealth in action
Sign up for a demo today and experience the difference Sherpas can make in your practice.
Request a demo
See Sherpas Wealth in action
Sign up for a demo today and experience the difference Sherpas can make in your practice.
Request a demo
See Sherpas Wealth in action
Sign up for a demo today and experience the difference Sherpas can make in your practice.
Request a demo