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features
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What is WealthMapper?

Elevate the growth of your wealth management business with a comprehensive and adaptable platform. The WealthMapper platform equips you to leverage a strong network of partners within our ecosystem, enabling the launch of groundbreaking retail wealth management offerings. This modular digital toolkit utilizes state-of-the-art technology and distribution methods, thereby accelerating both innovation and time to market. WealthMapper allows you to deliver seamless services that present a complete picture of clients’ financial assets, their current accessibility, and suggested actions for improvement. We offer extensive wealth management solutions that range from customizable client-facing services to sophisticated and efficient back-office operations. For financial service providers, WealthMapper supports your growth ambitions with pre-integrated, premium solutions and services. For consumers, it acts as a vital resource to improve visibility, access, and actionable insights into their financial health, making it easier to make informed financial choices. Additionally, WealthMapper not only enhances operational efficiency but also fosters stronger client relationships through its user-centric design. Ultimately, WealthMapper emerges as a game-changing asset in the wealth management sector.

What is PDF-Mapper?

PDF-Mapper stands out by simplifying the transfer of order and invoice information from PDFs into ERP systems, making it an excellent option for businesses aiming to enhance their document processing capabilities. The era of manual data entry is over, as PDF-Mapper automates this process with impressive speed and accuracy. This cutting-edge tool is dedicated to achieving 100% precision, ensuring that all essential details from each PDF are accurately captured and processed. With a built-in automatic validation feature, PDF-Mapper alerts users to any inconsistencies in incoming orders and invoices before the data is entered into the system, thus preventing errors. Organizations that implement PDF-Mapper significantly improve their order and invoice processing efficiency and productivity. By streamlining integration with regular clients and suppliers, PDF-Mapper refines the overall workflow for entering PDF data. Additionally, being an on-premise solution, it ensures that your data is secure and remains under your control, as it is installed directly at your location. This enhanced security not only protects sensitive information but also instills greater confidence in businesses seeking to upgrade their document management systems. Ultimately, PDF-Mapper not only revolutionizes data handling but also empowers organizations to focus on their core operations without the burden of manual data entry.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

€699 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

tietoevry

Company Location

United States

Company Website

www.tietoevry.com/en/banking/digital-insurance-and-wealth-ecosystems/wealth-management-ecosystem/

Company Facts

Organization Name

ExxTainer

Date Founded

2005

Company Location

Switzerland

Company Website

www.pdfmapper.com

Categories and Features

Categories and Features

Data Entry

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

PDF

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

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