Statements in. Accounts out. You approve the merge.
Foundry Planning · James & Janet Brown
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JB
James & Janet Brown· Ages 46 & 41
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Tax Analysis
Source statements
PDF
sample_401k_statement.pdf
✓ read
PDF
sample_roth_ira_statement.pdf
✓ read
PDF
sample_brokerage_statement.pdf
✓ read
PDF
sample_life_insurance_policy.pdf
✓ read
PDF
Data Confrim (2).pdf
✓ read
Extracted accounts
401(k)
Fidelity
$412,900
Roth IRA
Vanguard
$88,450
Managed Assets
Ethos Financial
$119,740
Life Insurance
Prudential
$500,000
Checking
Joint
$45,000
02/04AI extracts each account and its value
An animated Foundry Planning AI-import walkthrough. An advisor drops the client’s statements into the import screen. The AI scans each statement and extracts the account and its value: a 401(k) at Fidelity worth $412,900, a Roth IRA at Vanguard worth $88,450, Managed Assets at Ethos Financial worth $119,740, a Prudential life-insurance policy worth $500,000, and a joint checking account worth $45,000. The advisor chooses the onboarding import mode, reviews the flagged rows, and commits. The data lands in the client profile — accounts $2,382,095, liabilities $219,840, net worth $2,162,255 — with every number traceable to the statement it came from.
Upload the client's brokerage, 401(k), IRA, and insurance statements — PDF, Word, Excel, CSV, or image. The Forge scans each one, pulls out the account, custodian, and value, and shows you exactly what it found. Choose onboarding or an update against an existing scenario, review the flagged rows, and commit. The data lands in the profile with every number traceable to the statement it came from.
PDF · Word · Excel · CSV · image
account-level extraction
onboarding or update
you commit every row
Build a plan on the call
Bring a real client. We’ll build their plan on the call.
A live Zoom session where we build a working plan together. Bring a brokerage statement, a tax return, or a list of constraints — redact the names if you like; the plan builds the same. The data goes in fast and we plan in front of you.