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Financial advisors and CFP practitioners often manage numerous documents for their clients, typically downloading statements as PDF files from carrier web portals. This data, including beneficiary names and gain/loss values, usually requires re-keying into spreadsheets for forecasting or CRM systems, which can be tedious. Empira's AutoML technology simplifies this process by enabling users to train a machine learning model to read and understand annuity statements without any coding—just a few clicks. To start, visit empira.com, create a free account to process up to 200 pages, and there are no credit card requirements or time limits for evaluation.