Brokerage Investment Account Statements

The ABBYY Vantage Document Skill for Brokerage Investment Account Statements will ensure you can automate the ingestion and extraction of critical information from Brokerage Investment Account Statements. This information includes statement header details such as the period and account number. It also includes extracting tables of transaction information and asset allocation.


Note: As customer extraction needs differ, this skill highlights just a few key elements. UFC will collaborate with you to add/remove/modify the extracted data to fit your specific need.