Your world · Financial Advisory & Wealth Management
AI for firms where every number matters.
We build AI systems that take over statement extraction, compliance filings, and client portfolio reviews, with accuracy we measure and strict tenant data isolation.
The day
A morning in a wealth advisory firm
An illustrative day, not a real client
It is 8:30 AM. A high-net-worth client emails three multi-page custody statements from different private banks. They are asking for a consolidated balance sheet ahead of a 2:00 PM family office review.
Historically, your senior analyst cancels client prep meetings to spend three hours manually copying numbers cell-by-cell into Excel, re-checking calculations by hand to ensure no digit was transposed.
With LogiqCube
The advisor drops the statements into the intake pipeline. Within two minutes, holdings and balances are extracted, arithmetic is verified against custodian totals, and a single low-confidence line item is flagged for human sign-off.
Pain Points
The bottlenecks facing advisory practices
Multi-custodian document friction
Wealth advisors manage accounts across multiple custodian banks, each issuing quarterly statements with completely different table layouts and asset classifications.
Manual data transcription bottlenecks
Junior analysts spend entire mornings transcribing bond numbers, stock symbols, and cash balances line-by-line into planning spreadsheets.
High stakes of unflagged errors
In wealth management, a single misread decimal point or hallucinated transaction undermines client trust and triggers regulatory compliance issues.
Our fix
How our engineering solves it
Automated Document Intelligence
Extracts holdings, dividends, and asset allocations directly from PDF statements into structured, clean data records in seconds.
Deterministic Balance Reconciliation
Every extracted portfolio undergoes automated arithmetic checks ensuring asset totals balance perfectly before any record is saved.
Human-in-the-Loop Review Screen
Any extracted number with uncertainty is highlighted alongside its original bounding box in the source PDF for one-click human verification.
LogiqWealth
Every client document, turned into a clear financial picture. Our purpose-built document intelligence tool for wealth managers and family offices.
Financial-Grade Security & Isolation
[Security details to be confirmed by the owner.]
Read our full security architecture →Ready to eliminate manual statement transcription?
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