Stop re-keying provider PDFs into client reviews.
Stackstone turns provider valuation packs and PDFs into structured working data for annual review prep — automatically. Built for financial advice firms.
The problem
Your paraplanners spend hours every week pulling figures from provider PDFs and re-entering them into your review template by hand. Different layouts from every provider. Work that grows as the client book grows.
What we built
An automated PDF extraction and assembly pipeline, built around your existing tools and review template. Every figure traces back to the source page for paraplanner verification. Humans stay in the loop on every sign-off.
In practice
An annual review pack that used to take a paraplanner 3–4 hours now takes around 20 minutes of checking. Read the full case study: Wealth Management Partner Practice — PDF Extraction & Review Automation