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Asset Mapper

From a prospect's statement to a transfer plan

A prospect sends a brokerage statement. The mapper extracts every account and position, runs each holding through ordered routing rules (ACAT in kind, liquidate first, manual review, unsupported, or ACH/wire), checks that positions tie to the statement, matches each account to where it will land, and writes the funding plan. Analysis per client went from 30–45 minutes by hand to under 60 seconds. This rebuild uses made-up households, firms and numbers.

Co-built with an Ops teammateSample data: every client, firm and number is made up
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