The Pantenix platform automates the process of collecting data from PDFs for Institutional investors, family offices and RIA firms.
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We realized the need for an affordable solution to enable firms to effortlessly collect and validate unstructured data documents, ensuring accurate reconciliation and reporting.
Our AI engine learns the patterns in your documents modernizing the way your firm collects data, resulting in fast, secure and accurate PDF document extraction - saving operations teams countless hours.
Eliminate tedious and error-prone manual data entry for alternative investments, custodian statements and other information unavailable though a third party aggregation services.
Up and running in hours - integrates directly into the any portfolio accounting systems (even proprietary) and seamlessly connects to your existing business processes.
Our platform uses advanced computer vision and an algorithmic multi-step analytic process to intelligently and accurately extract data from PDF documents into a format compatible with any portfolio accounting system. Unleashing operational efficiencies by freeing up your operations team’s time from low value data manipulation.
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®.
Contact us to learn how Pantenix will supercharge how your firm deals with manual data collection.
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See how Pantenix significantly accelerates how you deal with manual data entry
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Redmond, WA 98052
sales@pantenix.com
(206) 854-5617