Onboard a householdin an hour, not a week.
Tax returns, brokerage statements, and trust agreements become a verified household model — people, accounts, entities, and assets, every figure traced to its document.
It arrives as a mess.
A new client hands you a stack of PDFs and expects you to rebuild their financial life by hand.
And someone pays for it.
Onboarding is the bottleneck — hours of reading and transcribing before you can advise at all.
- 01Hours re-keying statements into a spreadsheet.
- 02Trusts and entities that don't fit a row and a column.
- 03Quarterly reviews that start by reconciling stale data.
- 04When compliance asks where a number came from, you go digging through email.
Parse. Extract. Propose. Approve.
The same four-stage motion runs behind every Synchronized surface. The AI prepares the work. You hold the pen.
Parse
Read every return, statement, and agreement the client uploaded.
Extract
Pull people, accounts, balances, and entity relationships with sources attached.
Propose
Build a household model — and flag what changed since last review.
Approve
You verify each record. Approved figures become the household's truth.
Human gate
The household, modeled
A complete picture — people, entities, accounts, and assets — where every balance cites the statement it came from.
Taxable brokerage
$1.84M
Revocable trust
Smith Family Trust
AGI (2023)
$612,400
Beneficiary
Two children, per stirpes
Every field clicks back to its source
The model stays current
New statements arrive and the model proposes updates. You walk into every review already knowing what moved — and can prove where it came from.
