One typo = NIGO Emma prevents this
40 pages or 5, it doesn't matter — retyping client data by hand is where mismatches hide, and a single one bounces the whole packet, costs you days, and makes the firm look sloppy. Emma fills every field from the source, so the errors never get entered.
15-minute call SOC 2 Type II in progress FINRA & SEC ready What Emma fills
Every form in the drawer.
Account applications
New account packets from firms like Schwab and Fidelity — individual, joint, IRA, trust. Emma maps the fields and fills from your client's documents.
Transfer paperwork
ACAT and transfer instructions, with account numbers pulled from the statements themselves — the mismatch that causes the most bounces, eliminated at the source.
Beneficiary forms
Names, SSNs, allocations — extracted once, consistent on every form that asks.
Your own firm forms
Upload any fillable PDF. Emma maps fields on forms she's never seen and adds them to your library.
See the difference
One packet, two ways.
Without Emma
The packet arrives as a PDF. Your ops team opens it next to the CRM, the statement, and last year's 1040 — and starts typing the same SSN for the fourth time this week.
- 30–60+ minutes per packet
- Every field a chance to mistype
- Bounces surface weeks later
With Emma
Same packet, uploaded once. Emma cross-reads the source documents and fills every page from one consistent record — so the fields a custodian would reject never leave your office wrong.
- Seconds, not sessions
- Fields match the source documents
- NIGO errors prevented
Custodian form questions, answered.
Read next
More on custodian paperwork
- ACAT Transfers for Advisors: The Timing, the 12 Rejection Reasons, and What Won't MoveHow ACAT timing works under FINRA Rule 11870, the 12 reasons a transfer gets rejected, which assets won't move, and the IRA rules to know first.
- Why Your Custodian Packets Keep Bouncing as NIGOOne mismatched field, like a name spelled two ways, is enough to send an advisor packet back NIGO. Here’s why it happens, and how to stop it.
Keep reading
Why your custodian packets keep bouncing as NIGO
The single mismatched field that gets a packet rejected, and how to design it out.
Read itThe client onboarding process that prevents NIGO
Capture once, fill everywhere: the four steps that make a bounce impossible.
Read itWhat NIGO is costing you
What a rejected packet does to your funding timeline, and how to stop it.
Read itBring the packet. We'll time it.
On a 15-minute call, we'll show your next custodian packet filled clean and complete before your coffee cools.
15-minute call · About your firm, not a pitch · SOC 2 Type II in progress