Complete ClientData Intelligencein Seconds
Capture every detail about your clients—from household structure to financial positions, insurance coverage to retirement goals—all automatically extracted from conversations using advanced AI. Build complete client records in minutes, not hours.
Comprehensive Data Structure
Store everything from income and expenses to assets, liabilities, insurance, goals, and family relationships in one unified system
AI-Powered Data Extraction
Transform meeting transcriptions and discovery forms into structured client records with 90%+ accuracy—automatically
Complete Integration
Household data flows seamlessly into retirement modelling, SOAs, discovery forms, and compliance reporting
Reduction in data entry time per client
AI extraction accuracy across all data categories
Saved per adviser in administrative time costs
Every detail about your clients, organised and accessible
Wealthie's household structure captures the complete picture of each client's financial life. From personal details to complex entity structures, everything is stored in one unified system.
Household & Members
Personal details, employment, tax information, KiwiSaver, and risk profiles for all household members
- Contact details
- Employment info
- Tax residency
- IRD numbers
- Risk profiles
Income & Expenses
Complete cash flow picture with all income sources and expense items, categorised and attributed to members
- Salaries & wages
- Rental income
- Investments
- Living expenses
- Fixed & variable costs
Assets & Liabilities
Full balance sheet including property, investments, savings, mortgages, loans, and debts
- Property & vehicles
- Investments & KiwiSaver
- Savings accounts
- Mortgages & loans
- Credit cards & debts
Insurance Coverage
Policy-level tracking with multiple covers per policy, premiums, exclusions, and renewal dates
- Life & TPD cover
- Trauma & IP
- Health insurance
- House & contents
- Premium tracking
Goals & Objectives
Client aspirations with target amounts, timelines, priorities, and progress tracking
- Retirement goals
- Home ownership
- Education savings
- Debt reduction
- Travel & lifestyle
Relationships & Entities
Family members, professional contacts, trusts, companies, and complex ownership structures
- Family members
- Professional network
- Trusts & entities
- Business interests
- Beneficiaries
All data is organised at the household level, with intelligent attribution to individual members where relevant. This enables accurate financial modelling, compliance reporting, and holistic advice delivery.
AI Extraction Workflow
Meeting Captured
AI bot joins meeting, transcribes entire 60-minute discovery conversation with Smith Family
Click "Update All"
AI Processes (20-30 sec)
Review & Upload (2 min)
Items ready
Accuracy
Complete!
Successfully uploaded 48 items to Smith Family
Household record complete and ready for modelling
Transform conversations into complete client records
After every meeting, simply click "Update All" and watch AI extract data across four categories simultaneously—household details, income and expenses, assets and liabilities, and insurance coverage.
Simultaneous Extraction
Unlike sequential processing, Wealthie extracts all data categories at once—household info, financials, assets, and insurance—in a single AI pass for maximum efficiency.
Intelligent Categorization
AI automatically detects frequencies (weekly, monthly, annually), categorizes expenses, identifies asset types, and groups insurance covers by policy—no manual classification needed.
Review Before Upload
Every extraction is reviewed before upload. Edit inline, deselect incorrect items, and add manual entries—you maintain complete control while AI handles the heavy lifting.
Works Everywhere
Extract from meeting transcriptions, discovery form submissions, uploaded notes, or any text content—the AI adapts to your workflow.
One source of truth powering your entire practice
Household data doesn't sit in isolation. It flows seamlessly throughout Wealthie, powering documents, scenarios, compliance reporting, and every client interaction.
Household Data
Single source of truth
Retirement Modelling
Household income, expenses, assets, and KiwiSaver data automatically populate retirement scenarios and projections
Discovery Forms
Client submissions instantly extract into household records, eliminating manual data entry from forms
Statements of Advice
SOAs pull current household data, ensuring recommendations are based on accurate, up-to-date client information
Email & Interactions
All client communications linked to household timeline, providing complete context for advice delivery
Meeting Notes
Transcriptions and notes serve as extraction sources, keeping household data current after every conversation
Reporting & Analytics
Complete household data enables business intelligence, client segmentation, and practice performance insights
Household Data
Single source
of truth
Retirement Modelling
Household income, expenses, assets, and KiwiSaver data automatically populate retirement scenarios and projections
Discovery Forms
Client submissions instantly extract into household records, eliminating manual data entry from forms
Statements of Advice
SOAs pull current household data, ensuring recommendations are based on accurate, up-to-date client information
Email & Interactions
All client communications linked to household timeline, providing complete context for advice delivery
Meeting Notes
Transcriptions and notes serve as extraction sources, keeping household data current after every conversation
Reporting & Analytics
Complete household data enables business intelligence, client segmentation, and practice performance insights
Update Once, Flow Everywhere
When a client's salary increases, their KiwiSaver balance grows, or their insurance coverage changes, update the household record once and watch those changes automatically reflect in retirement scenarios, SOAs, discovery forms, and compliance reports.
Instant context for every client
Every household overview displays an AI-generated summary that synthesises all client data into a comprehensive narrative—perfect for pre-meeting preparation, team handoffs, and maintaining context.
Comprehensive Analysis
AI analyses household composition, financial position, recent interactions, outstanding tasks, and goals to create a complete picture in seconds.
Pre-Meeting Preparation
Read the AI summary before client calls to instantly understand their situation, recent changes, and what needs attention—no more scrambling through notes.
Always Up-to-Date
Summaries automatically refresh when significant household data changes, ensuring you always have current insights without manual updates.
Household Overview
Smith Family
The Smith Family household consists of John (45, Engineer at TechCo) and Sarah (43, Primary School Teacher). They are established professionals in Auckland with combined gross income of approximately $200,000 annually. The family lives in their Remuera home valued at $1.8M with a $600,000 mortgage.
Their financial position is strong with $50,000 in liquid savings and healthy KiwiSaver balances ($180,000 for John, $95,000 for Sarah). They generate additional rental income of $450/week from an investment property in Hamilton. Current insurance coverage includes comprehensive life, TPD, and trauma cover through Southern Cross, plus income protection for John.
Primary goals focus on early retirement at age 60 (15 years) and assisting their two children with house deposits ($50,000 each) within the next decade. Recent activity shows an outstanding discovery form (sent 3 days ago) and a scheduled annual review meeting next week.
Net Worth
Open Tasks
Interactions
Perfect for Team Collaboration
New team members understand a household in 30 seconds. Advisers covering for colleagues have instant context. Paraplanners know exactly what's happening with each client. The AI summary ensures everyone is on the same page.
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