A custodian packet is 40 pages. Emma fills all of them.
Upload the packet and the source documents. Emma reads both and fills every page — account type, beneficiaries, transfer instructions — straight from the source, so the errors that get packets bounced as NIGO never make it in.
No credit card required 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.
Upload the packet. Time it.
Your next custodian packet, filled clean and complete before your coffee cools. No credit card. No demo call.
Live in under 5 minutes · SOC 2 Type II in progress · Cancel anytime