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
Merrill Lynch
4,847 trades · 1,212 pages · 6 years
31 seconds
Morgan Stanley
2,310 trades · 578 pages · 4 years
15 seconds
Fidelity
1,204 trades · 301 pages · 3 years
8 seconds
UBS
3,590 trades · 898 pages · 5 years
23 seconds
Ameritrade
892 trades · 223 pages · 2 years
6 seconds
Wells Fargo
5,612 trades · 1,403 pages · 7 years
38 seconds
Raymond James
1,780 trades · 445 pages · 3 years
12 seconds
Schwab
2,044 trades · 511 pages · 4 years
14 seconds
Edward Jones
988 trades · 247 pages · 2 years
7 seconds
Pershing
3,120 trades · 780 pages · 5 years
21 seconds
LPL Financial
1,456 trades · 364 pages · 3 years
10 seconds
Oppenheimer
2,688 trades · 672 pages · 4 years
18 seconds