Be More Efficient.
Be More Effective.
Don't just store client data. Put it to work across your entire stack.
We streamline the intake process by reading, categorizing, and extracting insights from documents the moment they arrive.
Spreadsheets
SSA.tools
Stop treating your portal like a junk drawer.
Most client portals are passive dumping grounds. Clients upload messy, unnamed files ("Scan_293.pdf") that you have to manually open, rename, and file away. We streamline the intake so you can focus on financial planning.
- 01 Client struggles to recall login password.
- 02 Uploads "Scan_293.pdf" (unknown contents).
- 03 You download, rename, and type data into Excel.
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No-Login Upload
Client clicks one secure link. No passwords to forget.
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Auto-Categorized & Analyzed
We rename the file, extract the data, and transfer to your firm storage.
The Solution
Secure storage and intelligent analysis working together.
Fin Pods Vault
Secure, Private Transfer & Audit Logs.
- No-Password Client Uploads
- Works With Your Existing Storage
- Zero-Access Privacy Support
Fin Pods Insights
Auditable Intelligence Engine.
- Paystub Analyzer
- SSA.tools Export Link
- Investment Statement Extraction
Built for Fiduciaries.
We incorporated as a Public Benefit Corporation to align our legal charter with your fiduciary duty. We don't lock you in. We don't sell your data.
We help you work more efficient and effective.