EVIDENCE & REVIEW
The difference between a clue and a confident conversation.
WealthDetect is designed to show what triggered an opportunity, where it came from, and when your team needs to review the source.
An illustrative example
A finding you can trace.
Imagine a client's 1099-INT reporting a substantial amount of interest. That may signal an opportunity to discuss cash holdings—but the underlying account balance is not established by interest income alone.
Example form · 2025
Interest income
Interest income
1099-INT
Illustration only
Illustration only
PAYER
Sample Community Bank
Sample Community Bank
RECIPIENT
Example Household
Example Household
BOX 1 · INTEREST INCOME
$18,420.00
$18,420.00
BOX 2 · EARLY WITHDRAWAL
$0.00
$0.00
Source status
Source verified
Source verified
Tax year
2025
2025
The reported interest amount is confirmed by the source document. This is a possible cash opportunity, not proof of an available balance.
Fictional data; simplified form illustration, not an IRS replica.
Designed for judgment
What makes a finding useful?
The best opportunity tools give a professional enough information to decide whether to follow up.
✓
Traceable sourceLocate the document and underlying information.
✓
Confidence labelingDistinguish confirmed data from uncertain extractions.
✓
Context-aware rulesReduce duplicate and misleading signals.
✓
Advisor reviewKeep a human decision between a flag and an outreach.
See it in action
Request a demo Want to see the evidence flow live?
Walk through how a signal moves from a source document into the review queue.