Every client's financial life, in one view.
LogiqWealth pulls statements, policies and tax returns into one vault, extracts the numbers with AI, and gives every advisor a live Client 360 - with reports, alerts and an audit trail built in.
- No credit card to start
- MFA for every user
- Immutable audit trail
Client 360 - Household
The Alvarez Family
Consolidated net worth
$3,412,960
7 accounts - 3 institutions - incl. held-away 401(k)
- Equities54%
- Fixed income24%
- Real estate14%
- Cash8%
Umbrella policy renews in 21 days
Insurance - auto-detected
Tax-loss harvesting window
Taxable account - opportunity
AI extraction - brokerage stmt
- Account value$1,284,310.2299%
- Statement periodQ3 202698%
- Cost basis$902,118.4071%
1 field flagged for review
The problem
Advisors spend the hour before every meeting assembling PDFs.
Client data lives in custodian portals, emailed statements, scanned policies and a spreadsheet someone built in 2019. Before every review, someone re-keys it by hand.
That costs advisory time, adds compliance risk with every copy-paste, and means growing the book means growing the back office. LogiqWealth centralizes the data, automates the extraction and gives the whole firm one source of truth.
One platform, ten problems solved
Each module answers a pain point advisory firms told us about.
Start with the vault, extraction and Client 360. Add onboarding, compliance, alerts and automation as you grow.
Client data scattered across formats and sources
Unified Data Vault
Manual document processing and re-keying
AI Document Extraction
Slow, repetitive client onboarding
Smart Onboarding & KYC
Upcoming plansPoor portfolio visibility
Client 360 Dashboard
Heavy compliance and regulatory burden
Compliance & Audit Trail
Hours lost to manual reporting
Automated Report Generator
Reactive service delivery
Proactive Alerts & Insights
Upcoming plansGrowth that demands more back-office headcount
Workflow Automation
Upcoming plansCommunication gaps with clients
Client Self-Serve Portal
Upcoming plansTool sprawl and double data entry
Integration Hub
Coming soonHow it works
From a pile of documents to a client-ready picture.
01
Collect
Upload statements, policies and tax returns, or let clients send them through the portal. Everything lands in the Data Vault, classified.
02
Extract
AI turns documents into structured fields, each with a confidence score. Low-confidence values go to a reviewer, never silently through.
03
Understand
Client 360 rolls every account into one household view, with a brief of what changed since the last review.
04
Act
Alerts, workflows and scheduled reports turn the picture into follow-ups, all recorded in the audit trail.
Designed for measurable outcomes
Built around the numbers that matter to a practice.
These are the targets LogiqWealth is engineered to hit - not marketing estimates of someone else's results.
- less time on manual document processing
- 70%+Target: less time on manual document processing
- shorter client onboarding cycle
- 50%+Target: shorter client onboarding cycle
- extraction turnaround per document
- < 2 minTarget: extraction turnaround per document
- Client 360 dashboard load
- < 2 sTarget: Client 360 dashboard load
Who it's for
One source of truth for everyone in the firm - and the clients.
Principal Advisor
Needs: Fast client prep, compliance confidence and service that scales.
A pre-meeting brief and the full household picture in seconds, not an afternoon of PDFs.
Associate Advisor / Analyst
Needs: Less manual extraction and a single source of truth.
AI pulls the fields; you review the flagged ones instead of re-keying every statement.
Compliance Officer
Needs: An audit trail, deadline tracking and documentation templates.
An immutable log, filing reminders and exportable reports for exam prep.
Your clients
Needs: Visibility, quick answers and timely communication.
A secure portal to see their picture, ask factual questions and send documents.
Security & compliance
Built for firms that answer to the SEC.
Bank-grade encryption, strict tenant isolation and an audit log that cannot be edited - not even by us.
Encryption everywhere
Client PII, account data and documents are classified Restricted and handled accordingly.
Strict tenant isolation
Each firm's data is isolated by design, not by policy.
Access you can reason about
Role-based access mapped to how advisory firms actually work.
An audit log nobody can edit
Every login, document change, correction, report and approval is recorded.
See your book of business in one place.
Start a 14-day free trial on your own documents, or book a walkthrough with our team.