TieoutIQ

While the extraction features seem useful, the pricing structure lacks transparency. The site mentions a flat per-seat rate, but it is unclear if household size affects the cost. For smaller firms, the lack of explicit details makes budgeting difficult. We need clearer information before committing to the subscription.

TieoutIQ extracts holdings and verifies totals quickly. It is perfect for advisors needing fast, accurate proposals without enterprise complexity.

I am thrilled with how TieoutIQ handles our compliance needs! The fact that they provide written data-handling commitments and never use our data to train models is a game-changer. The extraction process is incredibly fast, and seeing the low-confidence rows flagged gives us total peace of mind. We can finally move away from risky consumer AI tools. The team clearly understands the pain points of advisors, especially regarding client data security. It feels like a service built specifically for us, not just another generic app. Highly recommended for any firm wanting to secure their workflow!

TieoutIQ offers a robust range of analytical capabilities that significantly enhance our prospect meetings. The software handles single PDFs or entire household statements across various custodians like Fidelity and Vanguard. It automatically calculates fee drag, concentration risk, and embedded capital gains. Every position is extracted and verified against the statement's printed totals, flagging low-confidence rows for review. This ensures the numbers we present are defensible. The tool generates a client-ready PDF proposal comparing the portfolio to our model, detailing fee savings and transition tax considerations. Compliance policies often prohibit using consumer AI for client data, but TieoutIQ logs uploads and provides written data-handling commitments. Since client data is not used to train models, we can confidently share these reports. The design partner program allows firms to shape features while receiving free access. This comprehensive suite turns a tedious data entry task into a strategic advantage, allowing advisors to leave meetings with a polished proposal ready for immediate delivery.

Uploading brokerage statements has never been easier. The system extracts holdings and checks totals against printed figures, ensuring accuracy. It is convenient for advisors managing multiple clients without complex onboarding or lengthy sales calls.