Stop Reading PDFs.
Start Advising.
New client onboarding takes days.
Synchronized does it in minutes.
From document package to verified household record
Evidence-first infrastructure
Client document package
2025 Form 1040
Income, K-1s, deductions
Schwab Q4 Statement
Accounts, holdings, balances
Trust Agreement
Entities, owners, terms
Verified household record
Smith Family
Source-linked. Reconciled. Ready for review.
Docs parsed
12
Accounts linked
6
Households modeled
1
Review time
8 min
You became an advisor to advise.
Not to do data entry.
The average RIA spends 60% of client onboarding on manual data reconstruction. That's time you're not planning, not advising, and not growing.
Week one is never advisory
Every new client starts the same way — reading PDFs, copying numbers into spreadsheets, and piecing together a financial picture that should already exist.
It doesn't scale
At 50 households you can muscle through it. At 150 you're hiring ops staff just to do data entry. The bottleneck isn't advice — it's intake.
No system of record
Your CRM knows who your clients are. Your custodian knows their holdings. Nobody knows the full picture — you rebuild it every time.
6 documents · 4 sources · 3 hours of manual work
The system models reality.
You validate it.
Today, you reconstruct every client's financial life manually — then your tools visualize it. Synchronized inverts that. Documents go in, a structured financial model comes out, and you approve what's true.
Click Any Number, See the Source
Every figure traces to the exact document, page, and line it was extracted from. No black boxes.
Your Client Sees What You See
Advisors and clients each get their own portal. Both operate on the same underlying truth.
A Living Financial Model
People, entities, accounts, assets, liabilities — connected in a canonical graph that persists across every engagement.
Client sends documents on Monday.
You're advising by Tuesday.
Five steps between a pile of PDFs and a verified financial model you can plan from — and only one of them requires you.
Your client uploads their docs
They drop tax returns, statements, and K-1s into their portal. No secure mail chains. No "can you resend that?"
We read every page for you
Every number cites its source
You sign off — this is your step
Start advising — the data is done
You're probably
wondering
The questions every advisor asks
before they try it.
Those tools are great at what they do — visualization, planning, presentations. But they all assume the data is already clean and structured. Synchronized is the layer that makes that true. We turn raw documents into a verified financial model that your existing tools can consume.
They get a secure portal where they upload documents and see their financial picture. That's it. No forms to fill out, no data entry. They drop in their tax returns and statements, and the system does the rest — with you reviewing before anything becomes official.
You don't have to. Every extracted figure links back to its source document, page, and line number. Nothing is treated as truth until you review and approve it. The AI proposes — you decide. That's the whole point.
Tax returns (1040, K-1, 1099), brokerage and custodian statements, trust agreements, insurance schedules, estate documents — anything a client would send you during onboarding. The system classifies, extracts, and structures automatically.
A typical client document package (4-6 files) processes in under a minute. Your review takes another 5-10 minutes. Compare that to the hours you currently spend manually reading and transcribing. Most advisors see the difference in their first client.
No. Synchronized sits underneath your existing stack. Think of it as the data layer that feeds everything else. Your CRM tracks relationships. Your custodian holds assets. Synchronized models the complete financial picture that neither of them captures.
Your next client
shouldn't take a week.
Send us a real client document package.
We'll show you the model in minutes.