Vendor
Flextract
Flextract provides a solution for financial advisors to gather, analyze, and integrate client documents efficiently, allowing for more time dedicated to delivering advice.
San Francisco, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
Flextract
Flextract provides a solution for financial advisors to gather, analyze, and integrate client documents efficiently, allowing for more time dedicated to delivering advice.
Capability matrix
| Capability | Flextract |
|---|---|
| Client Data Gathering | ● |
Parent organization
Flextract
Founded
2019
Scale
1 sector presence