The Pantenix Artificial Intelligence platform automates document processing for financial services companies and eliminates manual data entry around PDF statement deliveries.
Our setup is straightforward, your team is just days away from eliminating manual data entry around alternative investments.
Your team can reconcile 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 value added tasks that keep your advisory practice running smoothly.
We can set up your Pantenix environment with minimal effort on behalf of your team.
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 CSV 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 stagger billing twice for the same quarter.
We use transaction types compatible with your portfolio management system and can handle custom transaction types.
Pantenix will save your entire organization time spend on data entry or waiting on outsource solutions.
Your team has the final say on what is put into your Portfolio Management System. Your operations team can easily verify where any number came from.
We will do whatever it takes to meet your team's expectations.