NJ E-Wealth Report Importer
Upload your client reports to automatically populate your data.
Upload Report File
Select the exported report file from your NJ E-Wealth dashboard.
Extracted data will appear here
Upload a file and let our AI process it.
Secure Data Management
Streamline document collection and management.
Secure Document Vault
A secure, centralized place to store all your client documents (KYC, PAN, etc.) with automatic reminders for document expiry.
Secure Client Uploader
Provide clients with a simple, secure portal to upload their documents directly to you, streamlining the data collection process.