Turn PDF Statements
into Excel Instantly
No More Copy-Pasting. Eliminate Human Error. Save Hours.
Product
The Munin Platform provides a suite of products built for financial advisors and
infrastructure to securely deploy and manage AI for firms
Applications
Enhance your advisors with state of the art applications, like AI meeting assistants
Workflows
Augment your workflows, automating repetitive operational and marketing tasks
Orchestration
Orchestrate your AI by connecting data with LLM models in a secure enviroment
How it Works
Securely upload client account statements, and the AI converts them into formatted excel files with ticker, weights, and values.
AI Does the Work
The tool identifies portfolio holdings on a variety of statements, and summarizes the data by ticker, dollar value, and weights.
You Get Clean Data
The data is converted into excel format using common portfolio holdings upload templates required by portfolio analysis tools in the RIA Industry.
Compliance and Security
Built with SEC and FINRA regulations in mind. Our security certifications include SOC 2 type 2, ISO 27001, and ISO 27701 to secure client data with the highest standards.
Financial Advisory Specific Models
Munin trains private large language models for your firm, fine-tuned by domain experts
Governance & Performance
Munin provides transparency into usage and efficiency gains. Support and track work done on the platform by advisors. Gain insights into the highest leverage action to grow your firm
Security
Deployed on secure infrastructure, including private cloud, Munin is built using state-of-the-art security and privacy, so your firms data is always safe
- Advised by top security experts
- Deployed fully on secure public and private cloud infrastructure
- Full data and LLM segregation
