Wealth Management Partner Practice — PDF Extraction & Review Automation
A wealth management partner practice was spending paraplanner hours re-keying provider valuation packs into client review templates — every week, for every household. We mapped the workflow and built a tailored extraction and assembly pipeline around their existing tools.
The situation
Bond, ISA and pension valuations, fund switch confirmations, platform statements — different layouts, different sources, all needing the same handful of figures pulled into the Practice's annual review template. Paraplanners were losing meaningful chunks of every week to it, and the work was only growing as the client book grew.
What we built
- PDF ingestion layer — accepts packs from any provider, in any format
- Extraction pipeline — parses each provider PDF and maps the fields that matter for the review
- Validation layer — flags on anything uncertain, surfaced for human check
- Assembly step — populates the Practice's existing review template for paraplanner sign-off
What changed
An annual review pack that used to take a paraplanner 3–4 hours now takes around 20 minutes of checking. Consistent output across providers and households.
Client practice kept anonymous at their request.