OnPointe Risk Analyzer Launches AI-Engine to Instantly Parse Account Statements

OnPointe Risk Analyzer, a leading provider of investment risk analysis and retirement planning software for financial planning professionals, announces a groundbreaking upgrade to its risk software: the launch of a fully operational AI-powered account statement parser that can extract data and build client portfolios directly from PDFs and images of account statements.

This release marks a transformational shift in financial data entry, eliminating the need for manual input or spreadsheet uploads and setting a new standard for advisor technology.

To watch a video of how the AI-parser works, click here. 

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