Effortlessly extract crucial data from brokerage statements with this purpose-built AI model, the ABBYY Vantage Brokerage Statement document skill. These statements, issued monthly or quarterly by brokerage firms, offer comprehensive insights into clients' investment accounts, including transaction details, holdings, account values, and associated fees.

Our Brokerage Statement document skill is a production-ready solution meticulously trained on a vast document set, ensuring unparalleled accuracy in data identification and extraction. Ready to integrate seamlessly into your workflow, it eliminates the need for manual processing—perfect for streamlining tasks like onboarding affluent customers to a bank's wealth management services.

Experience high accuracy data extraction straight out of the box, without the need for further training on your specific documents. The skill can be combined with the ABBYY Brokerage Statement Document Splitter Skill, designed to take files inluding multiple statements and separate them into individual files for further processing.

• Vantage document skills are extraction models, based on ABBYY's purpose-built AI, designed and trained to extract key data from business documents.
• The model automatically detects key fields on brokerage statements and extracts relevant data such as account number, broker name, client name, total portfolio value, statement start and end dates, transactions. For a full list of extracted fields, please see the skill documentation.
• Includes validation and data normalization rules. Further business rules can be added as required.
• Can be augmented by human-in-the-loop review and verification based on accuracy thresholds, missing or incorrect information.
• The model can be further improved through continuous learning, based on feedback during the manual review phase.
• Important! The Brokerage Statement Document skill can extract data for only one account from brokerage statements files containing information on multiple accounts. If your brokerage statements contain information about multiple accounts, you must split them into documents using the Brokerage Statement Splitter skill and extract data from each account.