Chat / Document analysis

Drop in the document and ask what you need to know

Upload statements, plan documents, spreadsheets, and PDFs straight into chat. Vega reads them line by line and answers questions about exactly what is in them.

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Files (4)

Account-statement.pdf 14 pages
Retirement-plan.docx 22 pages
Contributions.xlsx 3 sheets
Fee-schedule.csv 412 rows

Read precisely, not skimmed

PDF, Word, Excel, CSV

An account statement, a plan document, a spreadsheet of contributions. If a client sent it to you, you can hand it to Vega.

Line by line, not skimmed

Figures, dates, and line items are read exactly as they appear, so the numbers that come back are the numbers on the page.

It stays in the conversation

Once the file is in, you can keep asking. How much of it is qualified, where the fees sit, what it would cost to move, what it means for the plan.

Built for what a prospect brings

The most common upload is the paperwork from the advisor a prospect is leaving. Vega reads it so the first meeting can be about specifics rather than generalities.

Give it the file, then ask

Anything a client, a custodian, or another advisor sent you. Vega reads it once and the conversation carries on from there.

Brokerage statements Retirement account statements Excel and CSV exports Plan documents from another advisor Whatever else lands in your inbox

What is in here that changes the plan?

How much of this is qualified versus taxable?

What are they paying in fees each year?

What would it cost them to move these accounts over?

Where is the concentration risk?

Summarize this statement for my meeting notes.

See file analysis in action

Watch Vega read an uploaded file and turn its contents into precise, useful answers.

Vega makes it easy to get clear, thoughtful answers from the documents I work with. The quality of its responses has been stronger than what I've seen from ChatGPT.

Andy Pratt

Burney Wealth Management