Using our newest enhancement, released June 2024, users of the Fiduciary Focus Toolkit can extract holdings from a PDF document and import the extracted holdings into a client or proposal account. Click here for a quick overview video.
To import holdings from a PDF, a user will first submit the PDF, which is then scanned using Broadridge's BroadGPT artificial intelligence to extract holdings. Once extracted, the holdings from the PDF are matched to known investments in Broadridge's database for import into a client or proposal account. Check out our step by step how-to video.
Note: Maximum PDF size if 5MB. User maybe required to reduce the size or number of pages of the PDF to those directly related to the investments to be imported. See print to PDF instructions for more information how to reduce pages of a PDF.
If desired results are not achieved, the user can use the Update Keywords advanced functionality. Updating the keywords provides new instructions to the AI when extracting and matching holdings to improve the results.