The Pantenix Artificial Intelligence platform turns statement reconciliation from an 8 hour process into just 5 minutes and eliminates manual data entry.
Our setup is very easy, your team is just 10 days away from completely eliminating all manual data entry around alternative investments.
Your team can parse client data whenever they need. You can even give us historical statements for audit or correction purposes.
We give you a file of transactions to upload, compatible with any Portfolio Management Software. You get back to important tasks that keep your advisory practice running smoothly.
We can typically set up your Pantenix environment and train your staff within 10 days of sign up.
We use the highest industry security protocols and all Pantenix customers have isolated cloud environments.
No matter which Portfolio Management System you use, we output a file you can immediately use
Stop wasting time on data entry or waiting for outsource teams. With Pantenix input client data as soon as you want, whenever you want.
Faster reconciliation means faster billing. Stop waiting to bill clients or billing clients twice for the same quarter.
Upload transactions directly into your Portfolio Management System to guarantee Alt transactions are properly categorized and coded.
We guarantee Pantenix will save your entire organization time from data entry and waiting for outsource solutions to do manual entry for you.
We guarantee your team has the final say on what is put into your Portfolio Management System. The data we read off statements can be spot checked and changed right inside our platform by your operations team.
We guarantee your satisfaction with our product and customer service. If you are not satisfied for any reason you can cancel, anytime.