# flextract.com

> AI-optimized mirror of flextract.com containing 10 pages totalling 2,397 words of clean markdown content, structured data, and semantic HTML. Original source: https://flextract.com/. Last updated: 2026-04-27T15:47:51.324Z.

Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG).

## Homepage

- [Client Data Intelligence for Financial Advisors](/site-root.html): Flextract helps financial advisors gather client documents and extract insights fast. Smart checklists, branded portal, AI-powered reports, and Chrome extension., Flextract Highlights (628 words)

## Articles & Blog Posts

- [terms/index.html](/terms/index.html) (1 words)
- [privacy/index.html](/privacy/index.html) (1 words)
- [Simple Pricing](/pricing/index.html): Simple pricing for Flextract. No per-seat fees, unlimited team members. Pay only for the clients/households you serve. (540 words)
- [Enterprise Security for Every Firm](/security/index.html): Enterprise security for every firm. Your clients trust you with their most sensitive information. We take that responsibility seriously. (511 words)
- [Works With Your Tools](/chrome-extension/index.html): The Flextract Chrome Extension brings client data into any web-based tool—eMoney, MoneyGuidePro, Salesforce, Wealthbox. No expensive API integrations required., Chrome Extension
 (136 words)
- [Reports You Can Actually Use With Clients](/reports/index.html): 10 specialized reports that synthesize data from all uploaded documents. Click Deep Dive to ask follow-up questions. Export to PDF., Interactive Reports (131 words)
- [A Document Upload Experience Clients Actually Use](/client-portal/index.html): Branded portal with passwordless login and clear instructions. Clients know exactly what to send and can upload from any device., Fully white-labeled client portal streamlines document collection (134 words)
- [Meet the Team](/about/index.html): Meet the team behind Flextract. 25+ years of combined experience building wealth management and fintech products. (182 words)
- [Checklists That Know What to Ask For](/smart-checklists/index.html): Stop sending generic document lists. Smart Checklists analyze what you already have and tell you exactly what's missing—personalized to each client., Smart Checklist (133 words)

## Resources

- [Full Page Index](/index.html): Browse all cached pages with rich metadata
- [About This Cache](/content/about.html): Methodology, technical details, and usage guidelines
- [XML Sitemap](/content/sitemap.xml): Machine-readable sitemap for crawler discovery
- [Robots.txt](/content/robots.txt): Crawler directives