2026 Wealthies Winner
KorScript won the Document Management category at the 2026 Wealth Management Industry Awards for its AI powered financial data extraction.
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KorScript
From Client Statements to Structured Data in Seconds
KorScript is a purpose-built AI document extraction engine for wealth management. Extract data from financial documents and use it across downstream systems and workflows.
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Trusted by Leading Financial Advisors, Firms, and Institutions
See KorScript in Action
Watch how KorScript’s AI automates document processing and integrates seamlessly into your existing workflows.
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Get Financial Data Ready, Fast
Upload investment statements, custodian statements, tax documents, and more in bulk. KorScript understands each document type and extracts the fields you need, with no setup required.
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Leave Manual Data Entry Behind—Automate with AI
Create Custom Extractors for Your Documents
Need to extract data from a document specific to your firm? Tell KorScript which fields you need and describe them in plain language. It captures the right data in a consistent format, even when providers label or lay it out differently.
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Review the Fields That Need Attention
Every extracted field includes a confidence score, so you know which values need a closer look. Review them alongside the original document, make corrections when needed, and KorScript learns from those adjustments to improve over time.
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Manage Extracted Data With Full Traceability
Processed documents stay in dedicated lists where you can sort by confidence, add extracted fields as columns, and filter across records. Each file also keeps its upload details and correction history.
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Use Extracted Data Across Systems and Workflows
Your extracted data is ready to move into action. Run it through ARQA Workflows to send holdings, transaction and tax form data to your portfolio systems, route account opening and transfer data to custodians, or export what you need as a CSV.
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Using KorScript is Easy
1
Upload document
Upload single or multiple financial documents into KorScript.
2
LET AI EXTRACT DATA
Let KorScript’s AI do the processing and extract key data.
3
REVIEW AND APPROVE
Review the extracted data, make any edits and approve.
4
PUT DATA INTO ACTION
Export the data and create transactions within KorScript.
KorScript is Built with Security in Mind
All data is processed and stored securely, compliant with industry standards for financial data protection.
Integrate with Your Tools for Automated Workflows
KorScript seamlessly integrates with your existing wealth management platforms and portals. With easy setup, you can create customized workflows and schedule them to run automatically at your preferred intervals.
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Save Time and Boost Operational Performance
Boosted Performance
25%
of time saved
Free up valuable hours each week to focus on high-impact tasks and clients.
Faster Than Manual Entry
97%
efficient
Process data much faster than manual entry, achieving more efficient workflows.
Unparalleled Accuracy
96%
accurate
Achieve high accuracy with reduced risk of errors and higher accuracy.
Our Clients Say It Best
“Korscript has completely transformed how we handle investment statements. What used to take hours manually extracting key data is now done in minutes. I can’t recommend it enough."
Anna L.
Financial Advisor, Horizon Wealth Group
"Korscript has been a game-changer for our back-office operations. It pulls relevant information from statements with incredible accuracy, helping us stay on top of everything without the manual work. It’s become a core part of our workflow."
Lisa R.
Operations Manager, Pinnacle Partners
“I’ll admit, I was skeptical about AI in wealth management. After using ARQA, it’s clear this is the direction the industry is moving.”
Ben J.
Wealth Manager, Crestwood Advisors
Still Have Questions about KorScript?
What is KorScript and how does it work?
How does KorScript ensure the security of my documents?
Can KorScript integrate with other tools and systems we use?
How does KorScript's AI technology work for document management?
Is there a limit to the number of documents I can manage with KorScript?
Ready to try out KorScript?
Sign up for a personalized demo and see how KorScript can transform your financial documents processing.
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