Client discovery
Create a single source of truth for the client file
A client financial portrait gathers a household's assets, liabilities, income, expenses, insurance, and documents into one organized view. AssureConcept combines extracted document data with manually reviewed fields so the advisor works from a single, validated source of truth instead of scattered statements.
This page shows how an advisor can combine documents, manually reviewed data, and the app's modules into one consolidated financial portrait.
Estimates and illustrations are computed using published CRA and Revenu Québec rules and parameters (2026). · Last updated 2026-06-18
Example scenario
A new household client arrives with scattered statements and incomplete details. The advisor needs a reliable, documented portrait before comparing tax, retirement, debt, or insurance estimates with the client.
Workflow steps
- Collect assets, liabilities, income, expenses, policies, and documents.
- Resolve missing or inconsistent information and review each field before analysis.
- Use the portrait to launch tax, retirement, mortgage, insurance, and report workflows.
Expected outcome
The client file becomes a clearer, documented foundation the advisor reviews before any estimate or follow-up.
FAQ
Is the portrait only for individuals?
It is built for advisor-client files and supports household discovery, consolidating both spouses and dependants where relevant.
Why describe this on a public page?
It explains the workflow publicly without exposing any private client data or requiring a login.
Related resources
This resource belongs to the Financial document analysis group. Compare the neighbouring resources:
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Finn AI assistant with human review
This page explains how AI-assisted observations can be grounded in a reviewed client file while private data stays inside the authenticated application and the advisor validates every output.
Client reports from reviewed data
This page shows how an advisor can turn document data, estimates, and review notes into a structured client deliverable with visible assumptions and disclaimers.
Prepare this workflow in AssureConcept
Use the secure application for real client files, reviewed documents, and advisor-ready reports.