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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

API Availability

Pricing Information

Pricing not provided

Pricing Information

€699 per year

Supported Platforms

SaaS

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Online 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

Wealth Management

Not specified

Categories and Features

Data Entry

Data Capture and Transfer
Mis-Keyed Variation Detection

Data Extraction

Email Address Extraction
Pricing Extraction

Order Entry

Customer Database
Real Time Order Entry

PDF

Annotations
Merge / Append

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