Wealth Management Templates

Investment statements, trust documents, and wealth reports. Structurify provides 5 templates for this category.

Available Templates

Template	ID	Description
Investment Portfolio Statement	ptpl_portfolio_statement	Extract data from brokerage and investment account statements
KYC - Individual Client	ptpl_kyc_individual	Extract data from Know Your Customer documents for individual clients
KYC - Corporate/Entity	ptpl_kyc_entity	Extract data from Know Your Customer documents for corporate/entity clients
Investment Suitability Questionnaire	ptpl_suitability_questionnaire	Extract data from client investment suitability and risk assessment forms
Trust Document Summary	ptpl_trust_document	Extract key terms from trust agreements and trust documents

Example Usage

from structurify import Structurify

client = Structurify(api_key="sk_live_xxx")

# Create project with template
project = client.projects.create(
    name="My Wealth Management Project",
    template_id="ptpl_portfolio_statement"
)

# Upload and extract
doc = client.documents.upload(
    project_id=project["id"],
    file_path="document.pdf"
)
job = client.extraction.run(project_id=project["id"])
result = client.extraction.wait_for_completion(job["id"])

Try It

• Run in Google Colab - Interactive notebooks
• CodeSandbox Examples - Node.js examples