Every document scanned.
Every gap surfaced.
Every client protected.
Handled is the intelligence layer for financial advisory firms. Upload a document and our AI pipeline extracts every data point, detects coverage gaps, flags contradictions, and generates suitability-aware recommendations — automatically.
39
Document types recognized across 8 categories
7-step
AI pipeline from document to recommendation
6
Client profile domains with completeness tracking
Coverage Shield
Diana Reeves
Recently Divorced · California
D
Grade
38
Score
Critical Gaps
Every advisory firm has the same problem. Too many clients. Too many blind spots.
Outdated beneficiaries naming ex-spouses. Disability gaps leaving families exposed. Auto insurance with $25K UI/UM when the recommendation is $300K. These gaps hide in filing cabinets, email attachments, and decade-old scans — until something goes wrong.
Handled doesn't replace your judgment. It gives you the intelligence to exercise it across every client, every domain, every time.
of clients have at least one critical coverage gap
per week spent on manual document review
of beneficiary designations are outdated
average assets at risk from incomplete planning
Three surfaces. One platform.
Handled serves advisors, their clients, and the platform operator — each with their own experience, all connected through the same intelligence engine.
Advisor Dashboard
- •Client overview with Coverage Shield visualization
- •Smart alerts for critical gaps, overdue reviews, stale docs
- •One-click AI meeting prep with full client context
- •Gap management with licensed advisor referral routing
- •Document checklists with auto-completion from uploads
- •Analytics with Recharts visualizations
Client Portal
- •White-labeled with firm branding and custom domains
- •Self-service document upload with pipeline processing
- •Coverage Shield showing personal protection status
- •Threaded messaging with assigned advisor
- •Shared notes, alerts, and document requests
- •Document checklists and progress tracking
Platform Admin
- •Cross-firm aggregate metrics and reporting
- •US state heat map of licensed advisor coverage
- •Recommendation conversion funnel analytics
- •Referral pipeline with per-advisor performance
- •Gap severity distribution across all firms
- •Role-based access: Owner, Admin, Advisor, Associate
Seven steps from document to actionable intelligence
Upload a document. Our pipeline reads it, classifies it across 39 document types, extracts every data point into a six-domain profile, detects coverage gaps, flags contradictions between documents, and generates prioritized recommendations — all automatically.
OCR & Text Extraction
PDFs, scanned documents, photos — we extract clean text from anything a client sends.
Document Classification
Auto-identifies 39 types: tax returns, dec pages, insurance policies, estate plans, and more.
Intelligent Extraction
Pulls every data point — coverage amounts, beneficiaries, policy numbers, deductibles, dates.
Six-Domain Profile Update
Enriches identity & family, net worth, insurance, business, estate, and digital security domains.
Gap Analysis
13+ deterministic rules detect missing coverage, inadequate limits, beneficiary problems, and more.
Contradiction Detection
Catches when two documents disagree on beneficiaries, coverage amounts, or key dates.
Smart Recommendations
Generates prioritized, suitability-aware recommendations with estimated premiums and compliance notes. Track status from pending through presented to implemented. When a client needs help acting, Handled routes them to a licensed advisor in their state.
Six domains. Complete picture.
Every client profile is organized across six planning domains — each with its own completeness score, gap tracking, and visual representation in the Coverage Shield.
Identity & Family
Family structure, dependents, legal names, marital status, state of residence
Net Worth
Retirement accounts, taxable assets, real estate, business equity, liabilities
Insurance Coverage
Life, disability, LTC, property, auto, umbrella — coverage amounts and beneficiaries
Business Interests
Entity structure, buy-sell agreements, key-person insurance, business valuation
Estate Planning
Wills, trusts, POA, healthcare directives, beneficiary designations
Digital Security
Password managers, digital assets, emergency access, online accounts
Built for how advisors actually work
Not another generic CRM. Every feature is designed around the daily workflow of financial advisory teams.
Coverage Shield
Hexagonal visualization showing 6-domain coverage at a glance. Click any segment to drill into gaps and recommendations for that domain.
Protection Score
0-100 risk score computed from profile completeness, gap severity, insurance coverage, estate planning, and recommendation compliance. Letter grade A through F.
AI Meeting Prep
One-click briefing pulling in open gaps, checklist progress, vault summary, future expense projections, and suggested discussion agenda.
Document Checklists
Pre-built templates for individuals, couples, business owners, and retirees. Items auto-complete when matching documents are uploaded through the pipeline.
Digital Vault
Photo and document inventory of valuable possessions — jewelry, art, vehicles, real estate. AI-described with estimated values for insurance cross-referencing.
Future Projections
College costs per child with inflation, retirement savings gap analysis, long-term care probability modeling, and disability income replacement calculations.
Advisor Marketplace
When a gap needs action, Handled routes the client to a licensed advisor in their state — matched by lines of authority, carrier appointments, and specialties.
AI Copilot
Ask questions about any client in natural language. Get answers grounded in their actual documents and six-domain profile data.
Client Reports
One-click report generation with protection score, domain completeness, gap list, recommendations, projections, and risk breakdown — ready to share or print.
Compliance & Audit
Full audit trail on every action. Document provenance tracking. Data encryption at rest. Role-based access: Owner, Admin, Advisor, Associate.
Client Portal
White-labeled portal with firm branding. Clients upload documents, view their Coverage Shield, message their advisor, and track progress — all self-service.
QR Document Scanning
Generate a QR code for any client. They scan it on their phone, snap a photo of a document, and it enters the processing pipeline automatically.
How it works for your firm
Onboard your team, import your clients, and start processing documents in minutes. Handled fits into your existing workflow — no rip-and-replace required.
Getting Started
- 01 Onboard your team (Owner, Admin, Advisor, Associate roles)
- 02 Import or create client profiles across six planning domains
- 03 Upload documents — pipeline processes them in minutes
- 04 Review auto-detected gaps, contradictions, and recommendations
- 05 Invite clients to your white-labeled portal for self-service uploads
- 06 Use AI meeting prep to walk into every conversation fully briefed
What You Get
- Complete coverage analysis across every client, every domain
- Automatic gap detection with prioritized recommendations
- Contradiction alerts when documents disagree
- AI copilot that knows every client's complete profile
- Client portal with your firm's branding and domain
- Full audit trail and encrypted data storage
Encrypted at Rest
AES-256 for sensitive profile data
Multi-Tenant
Complete data isolation per firm
Role-Based Access
Owner, Admin, Advisor, Associate
Full Audit Trail
Every action logged with provenance
Simple, transparent pricing
Every plan includes AI document processing, gap analysis, client portal, and unlimited document uploads. 14-day free trial — no credit card required.
Starter
For individual advisors getting started.
- Up to 3 advisors, 50 clients
- Document pipeline & gap analysis
- White-label client portal
- Email support
Professional
For growing firms that need more power.
- Up to 10 advisors, 250 clients
- Advanced analytics & contradictions
- Vault & custom checklists
- Priority support
Enterprise
For large firms with unlimited needs.
- Unlimited advisors & clients
- Custom domain & SSO
- API access & SLA guarantee
- Dedicated account manager
Every gap found.
Every client protected.
Handled is the intelligence layer for financial advisory firms. Upload documents. Surface gaps. Generate recommendations. Protect every client across every domain.
Free for firms with up to 20 clients during early access.