Our Technology
PDF Solutions
We have written revolutionary software that reads all data from brokerage firm statements via PDF files — turning hours, days, or weeks of work for others into just seconds or minutes.
Typically we process data at 30 to 40 pages per second. It doesn't matter how many trades there are — it's just a few extra seconds of CPU time.
Manual data entry is dead — don't waste your money on it.
30–40
Pages per second
20+
Firms supported
0
Manual data entry needed
Firms we have reverse engineered
Ameriprise
Ameritrade
Apex
Axos
BMO Bank
Edward Jones
Fidelity
Interactive
Janney
LPL
Merrill Lynch
Met Life
Morgan Stanley
JP Morgan
National
NFS
Oppenheimer
Pershing
RBC
Raymond James
Robinhood
Schwab
Stifel
UBS
Wells Fargo
Performance Examples
Fidelity
1,200 trades, 300 pages
8 seconds
Fidelity
1,200 trades, 300 pages
8 seconds
Fidelity
1,200 trades, 300 pages
8 seconds