From prospect statements to a proposal, in minutes.
Upload a prospect's brokerage statement. TieoutIQ pulls out every holding, checks the numbers against the statement's own printed totals, and works out the fees, concentration and embedded gains. You leave the first meeting with a proposal ready for the client.
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
Most firms' compliance policies prohibit pasting client account data into consumer AI tools. Advisors need an alternative that survives a compliance review.
How it works
Four steps, minutes end to end.
Upload the statement
Drop in the prospect's monthly or quarterly holdings statements, whether that is a single PDF or a whole household across several custodians.
Verified extraction
Every position is extracted, then checked against the statement's own printed totals. Low-confidence rows are flagged for your review, never silently guessed.
Analysis in minutes
Allocation, fund-fee drag, concentration risk, and embedded capital gains, ready before the first meeting.
Client-ready proposal
A PDF comparing their portfolio to your model, with fee savings, transition-tax considerations, and the basis for your recommendation documented.
Why advisors pick TieoutIQ
Numbers you can stand behind
Every extraction is reconciled against the statement's stated totals before you see it. One wrong number turns a proposal into a liability, so nothing reaches you unchecked.
Built for firms your size
No six-week onboarding and no enterprise sales call. Pricing is flat per seat, so a bigger household costs you nothing extra. Upload a statement and send a proposal the same day.
Ready for your compliance review
Client data is never used to train models. Uploads, analyses and exports are logged, and our data-handling commitments are in writing.
Join the design-partner program
We're taking five founding firms. Design partners get free pilot access and shape what gets built next.