Complete Portfolio Intelligence
Consolidate client assets from multiple institutions into unified views. Parsevault's AI automates portfolio analysis and net worth calculations for better advisory decisions.
1,500+ Advisors
Manage $2B+ in Assets
50+
Institutions5min
Net Worth AnalysisProfessional Portfolio Intelligence
Transform client financial data into actionable investment insights with enterprise-grade accuracy and security.
Enterprise Security
Bank-level security with zero-knowledge architecture. Your sensitive client data is protected with enterprise-grade encryption.
Enterprise security99.9% Accuracy
Industry-leading accuracy for financial data extraction. Professional-grade results you can trust for client presentations.
Audit-ready precisionMulti-Institution Support
Connect accounts from 50+ major financial institutions. Comprehensive portfolio views across all client assets.
50+ institutionsComprehensive Wealth Intelligence
Everything you need to deliver exceptional advisory services
Multi-Institution Consolidation
Aggregate client assets from banks, brokerages, and retirement accounts into a single, comprehensive portfolio view.
Automated Net Worth Analysis
Real-time asset and liability tracking with intelligent categorization. Perfect for comprehensive financial planning.
Investment Performance Tracking
Monitor portfolio performance across all accounts. Identify trends and opportunities for client discussions.
Fee Analysis & Reporting
Track all account fees and charges. Provide transparent fee analysis to clients for better advisory relationships.
Compliance-Ready Reports
Generate audit-ready documentation for compliance reporting. Maintain detailed records for regulatory requirements.
Client Presentation Tools
Create professional client reports and presentations. Visual dashboards help clients understand their financial picture.
"Parsevault has transformed how we analyze client portfolios. We can now consolidate accounts from 50+ institutions in minutes instead of hours. Our clients love the comprehensive reports, and we've increased AUM by 30%."
Trusted by Wealth Managers
1,500+
Financial Advisors
$2B+
Assets Under Management
99.9%
Accuracy Rate
24/7
Support
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Join 1,500+ advisors managing portfolios with AI precision. Start your free trial today and see the difference professional-grade document intelligence makes.