From prospect statements to a winning proposal in minutes.
Upload a prospect's brokerage statement. TieoutIQ extracts every holding, verifies the numbers against the statement's own totals, analyzes fees and risk, and generates a client-ready, fully documented proposal before your first meeting ends.
The statement pile is where prospects go cold.
Every serious prospect hands you the same thing: a stack of PDFs from three custodians. What happens next decides whether you win them.
Hours of re-keying
Positions, cost basis, and fees get typed into Excel by hand. That is hours per prospect, per statement set, before any analysis starts.
Momentum dies in the follow-up
“I'll get back to you next week with a proposal” is where excited prospects cool off, shop around, or stay put.
ChatGPT is off the table
Pasting client account data into consumer AI tools is off the table under most firms' compliance policies. Advisors need a purpose-built, auditable alternative.
How it works
One workflow, four steps, minutes end to end.
Upload the statement
Drop in the prospect's monthly or quarterly holdings statements: any custodian, one PDF or a whole household.
Verified extraction
AI extracts every position, then reconciliation checks verify the parsed holdings sum to the statement's own totals. Low-confidence rows are flagged for your review, never silently guessed.
Instant analysis
Allocation, fund-fee drag, concentration risk, and embedded capital gains: the conversation-starters that show your value in the first meeting.
Client-ready proposal
A client-ready PDF comparing their portfolio to your model, with fee savings, transition-tax considerations, and documentation of the basis for your recommendation.
Why advisors pick TieoutIQ
Numbers you can stand behind
Every extraction is reconciled against stated totals before you see it. A proposal with one wrong number is a liability, so verification is the product, not a feature.
Built for firms your size
No six-week onboarding, no enterprise sales call, no per-account pricing that punishes growth. Upload a statement and send a proposal the same day.
Compliance-first by design
Your client data is never used to train models; uploads, analyses, and exports are logged; and we put our data-handling commitments in writing. Built to be the tool your CCO approves.