WealthByt provides a suite of web‑based tools that automate the creation and analysis of financial documents. Its IPS Generator turns client parameters into ready‑to‑review Investment Policy Statements, while PayExtract extracts structured payroll data from uploaded payslips for downstream processing. The platform also includes goal‑based planning and scenario‑building interfaces to help users model and track personal and investment targets.
Funding
Funding not disclosed
Founders
Product
Problem
Wealth management professionals often spend significant time manually drafting investment policy statements and extracting payroll data from payslips, which is error‑prone and delays client onboarding and reporting. Inconsistent document formats and fragmented data sources hinder efficient financial planning and scenario analysis.
Solution
WealthByt offers a suite of web‑based tools that automate the creation of structured financial documents and the extraction of key data from payment records. The IPS Generator transforms client parameters into a fully formatted Investment Policy Statement ready for review, while PayExtract parses uploaded payslips into standardized payroll fields for downstream processing. Additional modules provide goal‑based planning, real‑time scenario modeling, and a reusable Hugo‑powered multi‑step form framework for building scalable, data‑driven financial applications. All components are delivered as low‑code, cloud‑hosted services that integrate with existing wealth management workflows, reducing manual effort and improving data consistency.
Target Audience
Primary customers are wealth managers, financial advisors, and private‑banking teams that need efficient document generation and data extraction to support client onboarding, portfolio reporting, and financial planning.
Features
- IPS Generator: input client parameters and receive a complete, formatted Investment Policy Statement automatically.
- PayExtract: upload payslips or payment documents and extract structured data such as gross pay, deductions, and net amounts.
- Goal‑Based Planning interface: define savings targets, timelines, and track progress toward personal and investment milestones.
- Scenario Builder: create, compare, and visualize multiple financial or business scenarios with adjustable assumptions in real time.
- Hugo‑powered multi‑step form framework: reusable, validated forms with consistent UX for rapid prototyping of complex financial applications.
- Cloud‑hosted analytics and data pipelines that output machine‑readable JSON/CSV for integration with downstream systems.