Technical Overview

Technical Overview

The data layer underneath the modern RIA.

Field ingests every system a firm runs, resolves it into one canonical household record, and delivers clean, auditable, AI-ready data to the advice and business workflows on top.

01 How it works

Five partial records in.
One golden household out.

SchwabCustodian
Robert J. Anderson · ****4421
FidelityCustodian
Bob Anderson · ****0982
SalesforceCRM
Bob & Jane Anderson · Anderson Family
OrionPortfolio
Anderson, Robert · Anderson, R
InternalBilling
Anderson Trust · Trust-2014
Clean & resolve
  1. Entity resolution engine
  2. Deduplication + survivorship
  3. Confidence score per record
  4. Full audit trail on every change

Resolved household record

household_id
hh_anderson_001
members
Robert · Jane · Anderson Family Trust
linked_accounts
6 across 4 systems
total_aum
$4,295,880
coherence_score
0.97verified

Illustrative example. Every change written to a full audit trail.

02 The difference

Same question.
Two very different answers.

A generic AI tool can't see the firm's systems. With Field connected, it works from one verified household record.

Generic AI assistantNo Field connection
No data access

Give me the full picture on the Anderson household before tomorrow's review.

I don't have access to your custodian data. Please upload the latest Schwab and Fidelity statements.

Drop statements here (PDF, CSV)

To read relationship notes, I need you to sign in to Salesforce.

Salesforce sign-in
name@firm.com
••••••••••
Connect

I'm still missing some files:

Orion portfolio exportBilling records

I see "Bob Anderson" and "Robert J. Anderson". Are these the same client?

Same clientDifferent
4 follow-ups needed. No answer yet.
AI assistant + FieldConnected via MCP
All systems connected

Give me the full picture on the Anderson household before tomorrow's review.

Anderson household · hh_anderson_001

Members
Robert · Jane · Anderson Family Trust
Accounts
6 linked across 4 systems
Total AUM
$4,295,880
Coherence
0.97 · verified
Every figure traced to its source row
SchwabFidelitySalesforceOrionInternal billing
Answered in one step, with full lineage.

Illustrative example.

Delivery

Intelligence in whichever
format you prefer.

Field Application

Explore resolved households, signals and lineage in Field’s own interface.

MCP Connection

Plug Field data straight into your AI tools.

Datashare

Parquet or CSV, into your own warehouse.

03 What it unlocks

One view into the
entire practice.

Advice

  • Allocation, rebalancing and risk across the book
  • Accounts linked by household across every system
  • Wallet-share gaps and held-away assets identified
  • At-risk relationships flagged early
  • Overdue reviews and tax-loss windows surfaced

Business

  • Firm and advisor performance, AUM and revenue
  • Billing, fee forecast and AUM in a single view
  • Continuous reconciliation across systems
  • Acquired books mapped for M&A integration
  • AI-ready data for automation and scale

One record.
Every system.
Full lineage.

See what Field resolves from your firm's own data.

Craig SnyderHead of RIA Sales
fieldwealth.ai