The Pantenix AI-driven platform uses intelligent content extraction to automatically convert PDF documents into a format compatible with any portfolio accounting system.Learn More
We realized the need for a better solution to enable firms to seamlessly collect and validate data from alternative investments, ensuring accurate reconciliation and reporting.
Modernize the way your firm collects and works with multiple types of alternative investment PDF’s by utilizing our AI platform- saving operations team countless hours.
Use our machine learning platform to increase operational efficiencies & reduce manual, error prone data entry to systematically manage alternative investments.
Grow your firm, not your headcount. Unleash back-office efficiencies by freeing up your Operations team’s time from low value data manipulation to supporting strategic initiatives.
Pantenix uses advanced OCR technology and an algorithmic multi-step analytic process to intelligently & accurately extract data from any PDF document, then automate the manual data entry your operations team performs when it comes to managing alternative investments.
Our simple workflow walks you through a one-time mapping process to properly associate the correct fields from any PDF document to prepare for data extraction.
After mapping the fields within a PDF, the platform gets to work using statistical analytic techniques (fuzzy logic, anomaly detection, & algorithms) to properly extract the data in preparation for creating your output file.
Review the output and generate an export file (.xlsx, .csv, .trn) which can be directly imported into your account system, allowing for a more complete picture of your clients whole portfolio of assets.
We leverage elastic cloud scalability, multi-instance data security, and deploy the same 256-bit encryption and physical security as the top financial institutions. Our highly secure technology is built and managed in Amazon AWS®.
See how Pantenix significantly accelerates how you deal with alternatives
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Redmond, WA 98052