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Guided Selling Software
Guided selling software are tools that help sales reps and customers move through the sales process. Guided selling tools guide sales reps through the entire sales cycle and selling process, so that they can close more deals and become more efficient at selling.
PDF Editors
PDF editors allow users to create, modify, and manage PDF documents by adding, removing, or editing text, images, and other elements within the file. These platforms typically offer tools for annotating, highlighting, and commenting on PDFs, as well as the ability to rearrange pages, merge multiple PDFs, or split a single document into several files. PDF editors also often include features like form filling, digital signing, and password protection, enhancing document security and interactivity. By using PDF editors, businesses and individuals can customize documents, improve collaboration, and streamline workflows for handling digital paperwork.
User Research Software
User research software, also referred to as UX research or user testing software, enables organizations to research and understand all aspects of the user experience and customer journey. These tools typically include features for conducting surveys, user interviews, usability testing, and feedback collection through various channels such as websites, mobile apps, and social media. They may also provide analytics capabilities to analyze patterns in user data, identify pain points, and uncover actionable insights. User research software is essential for improving user experience (UX), optimizing interfaces, and ensuring that products meet the needs and expectations of their target audience.
PDF Converters
PDF converters are software tools that enable users to convert PDF documents into different formats, such as Word, Excel, PowerPoint, HTML, or image files, and vice versa. These platforms allow users to extract text, images, and tables from PDF files, making the content editable and easier to manipulate. PDF converters can handle both scanned and native PDFs, offering features like OCR (Optical Character Recognition) for extracting text from images. With the ability to convert files to and from PDF, users can easily share, edit, or archive documents in the most appropriate format for their needs. By using PDF converters, businesses and individuals can improve document workflow and increase productivity.
PDF Readers
PDF readers are software applications that enable users to access, open, and read PDFs. PDF readers are essential tools for being able to open and read PDF files. Advanced PDF readers may also support form filling, digital signatures, and interactive features embedded in PDF documents. PDF readers are widely used in both personal and professional settings to view reports, manuals, eBooks, contracts, and other documents that need to preserve formatting across different devices and platforms.
PDF SDK
PDF SDKs (Software Development Kits) provide developers with the tools and libraries needed to integrate PDF functionality into their applications or websites. These SDKs offer features like viewing, editing, creating, converting, and annotating PDFs, allowing developers to build custom PDF solutions tailored to their needs. PDF SDKs often include APIs for manipulating text, images, and form data, as well as for handling document security, such as encryption and password protection. By using PDF SDKs, developers can add robust PDF capabilities to their software without having to build these features from scratch, saving time and resources.
PDF Software
PDF software refers to a range of tools designed for working with PDF (Portable Document Format) files, which are widely used for document sharing and storage. These tools offer a variety of functions, such as creating, viewing, editing, converting, securing, and managing PDF files. PDF software can be used for tasks like merging or splitting documents, adding annotations, filling out forms, applying digital signatures, and securing documents with passwords or encryption. It is commonly utilized across industries for document collaboration, official documentation, and data exchange due to its universal compatibility and ability to maintain formatting across different platforms.
Layer 2 Protocols
Layer 2 protocols are blockchain protocols that are built on top of an existing blockchain network. A layer 2 protocol is designed to improve the scaling problems and transaction speeds and fees that layer 1 blockchain networks and protocols face. Decentralized applications can be built on Layer 2 protocols, and layer 2 protocols interact with layer 1 protocols in order to improve efficiency and overall user experience.
B2B Payment Platforms
B2B payment platforms are digital solutions designed to facilitate and streamline financial transactions between businesses. These platforms provide secure, efficient, and scalable methods for companies to send and receive payments, manage invoices, and handle cross-border transactions. Features often include support for various payment methods (such as ACH, wire transfers, credit cards, and e-wallets), invoice management, payment reconciliation, and fraud prevention tools. B2B payment platforms help businesses reduce administrative costs, improve cash flow management, and ensure compliance with regulatory requirements. By automating payment workflows and improving the speed and accuracy of transactions, these platforms enhance the overall efficiency of business operations.
B2B Data Providers
B2B data providers offer companies access to large sets of business-related data, which can include information on companies, contacts, industries, financials, and market trends. This data is valuable for businesses looking to expand their customer base, enhance lead generation, conduct market research, or refine their sales strategies. B2B data providers often deliver enriched contact information, company profiles, and detailed insights on decision-makers, helping businesses identify potential leads and make informed decisions. These services may include databases with direct access to contacts, industry reports, and analytics to improve targeted outreach and account-based marketing strategies.
PDF APIs
PDF APIs are software interfaces that enable developers to integrate PDF-related functionality into their applications or websites. These APIs allow for the creation, manipulation, conversion, and extraction of content from PDF files without requiring users to manually open or edit the files. Common features of PDF APIs include merging, splitting, editing text, adding annotations, and extracting text and images. They can also handle PDF conversions, such as converting PDFs to other formats like Word, Excel, or HTML, and vice versa. By using PDF APIs, businesses can automate document workflows, enhance document management systems, and integrate PDF capabilities into custom applications seamlessly.
PDF Compressors
PDF compressors reduce the file size of PDF documents while preserving the content and formatting. These tools optimize the PDF by removing unnecessary data, compressing images, and adjusting file structures to decrease storage requirements and improve file transfer speeds. PDF compressors are useful for businesses and individuals who need to share large PDF files via email or upload them to websites, ensuring they remain accessible and easy to handle without sacrificing quality. Many PDF compression tools offer batch processing, allowing users to compress multiple files at once, saving time and effort.
PDF Merge Software
PDF merge software tools enable users to combine PDFs into a single PDF file. PDF merge tools simplify the process of combining multiple separate PDF files or other documents, like Word documents, into one single PDF document.
PDF Splitters
PDF splitters are tools that allow users to divide large PDF files into smaller, more manageable parts. These platforms provide the ability to separate a single PDF document into individual pages, specific page ranges, or custom-selected sections. PDF splitters can be useful for organizing, sharing, or extracting specific content from a larger file without altering the rest of the document. Many PDF splitters also support batch processing, enabling users to split multiple files at once. By using a PDF splitter, businesses and individuals can easily break down documents for more convenient handling, sharing, and storage.
PDF Generators
PDF generators are tools that allow users to quickly and easily create PDF documents from any type of file, HTML, or code. These tools provide a simple way to convert text, images and other digital formats into the standard PDF format. They also often provide additional features such as password protection and interactive elements like links and forms.
PDF Printers
PDF printers are software tools that allow users to convert digital files into PDF format. They are often used by individuals and businesses for creating and sharing documents with a consistent layout across different devices. These printers can be installed on desktop computers, laptops, and mobile devices. They offer a range of features such as the ability to merge multiple files into one PDF document and password protection for added security. Overall, PDF printers are convenient tools for managing electronic documents in a standardized format.
PDF Encryption Software
PDF encryption software is a type of program used to protect documents in the PDF format. With it, users can protect the contents of their documents by setting passwords and restricting certain editing permissions. It can also be configured to set expiration dates for documents, ensuring that they remain secure until a specified time. By encrypting PDFs, users are able to keep their sensitive information safe and secure from unauthorized viewing.
PDF Translators
PDF translators are software tools or web-based services used to convert text and imagery in a PDF from one language into another. The translation process is quick and easy, allowing users to obtain translations of PDF documents in a matter of minutes. These translators provide high quality results, making them invaluable for business, educational and personal use. electronic signature, and publishing.
PDF Annotators
PDF annotation tools are pieces of software designed to allow users to add notes and highlight text on PDF documents. They can be used by students or professionals to mark up documents, make comments, and organize information in an intuitive way. Annotations may also include drawing shapes or adding images. The annotations can then be saved with the document for easy sharing and future reference.
PDF Redaction Software
PDF redaction software allows users to securely remove or hide sensitive information from PDF documents, ensuring that confidential data is not accessible. It provides tools to permanently redact text, images, or entire sections by blacking out or erasing content while preserving the rest of the document’s structure. The software ensures that redacted information is irretrievable, even through advanced recovery techniques, enhancing security and compliance with privacy regulations. It often includes features for batch processing, making it easier to redact multiple documents quickly and efficiently. Ultimately, PDF redaction software helps organizations protect sensitive information and maintain compliance with data protection laws.
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26 Products for "myfp2esp32-user-guide-306_02.pdf" with 1 filter applied:

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  • 1
    Asseta

    Asseta

    Asseta.ai

    ...It provides robust tools for tracking investments, cash flow, multi-currency transactions, and complex ownership structures, offering real-time insights and customizable reports. With its seamless integration capabilities, Asseta allows users to consolidate data from multiple sources like QuickBooks, Bill, and Ramp into one centralized system. The platform also supports automation of routine financial tasks such as allocations, bill payments, and month-end close processes. Tailored for scalability, Asseta helps family offices streamline their financial operations and enhance visibility across entities and currencies globally.
    Starting Price: $32 per month
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  • 2
    Canopy

    Canopy

    Canopy

    ...Transactions are automatically processed to calculate asset allocation, performance, P&L, volatility, VaR, cash flows, risk analytics, and other financial metrics. Users can define unlimited “strategies”, custom groupings of transactions (by asset class, sector, account, security, etc.), and run infinitely configurable calculations via the web interface or Excel add‑in.
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  • 3
    M2Advisor

    M2Advisor

    M2Wealth

    ...Our data formats can be ‘reused’ to create new interfaces as required, significantly reducing the lead-time required to get new interfaces operational. A financial institution can provide secure standardized data service for their clients via m2Data with minimal daily operational impact. m2Wealth is one of the few systems providers with a fully operational EBICS capability. M2 has developed ‘connectors’ with a range of European Custodians and Banks that have mandated EBICS as their preferred connection protocol providing daily distribution around the world. The number of Banks / Custodians mandating EBICS continues to grow and M2 is working closely with these financial institutions.
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  • 4
    Black Diamond Wealth Platform
    From client relationships to compliance, reporting to rebalancing, the world of wealth management is complex and demanding. The Black Diamond® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience. Provide access to a configurable portfolio dashboard and give your clients a personal, on-demand look at performance, projected income, allocations, activity summary, and more. ...
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  • 5
    Hemonto

    Hemonto

    Hemonto

    ...Its dynamic reporting dashboard, available via web and mobile, supports a tailored wealth oversight experience, direct data access via BI tools, and a dedicated team to guide reporting setup and ongoing management.
    Starting Price: Free
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  • 6
    Copia

    Copia

    Copia

    Copia Wealth Studios is a mobile‑first wealth operating system that brings together AI‑powered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multi‑family offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a real‑time, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copia’s suite includes intelligent document processing (extracting data from K‑1s, capital‑call notices, distribution statements, etc.), entity‑map visualization, manager performance benchmarking, automated monthly and ad‑hoc reporting, natural‑language document querying, biometric 2FA, and white‑glove security practices using encryption.
    Starting Price: $895 per month
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  • 7
    Prospero Suite
    ...Prospero 365’s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed emphasis has been placed on both managing the portfolio and the client relationship. Many of the back office functions have been automated for user simplicity – no more need for IT or specific financial expertises in your company hierarchy.
    Starting Price: $1760/month/user
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  • 8
    BOBO by Bourgeois Bohème

    BOBO by Bourgeois Bohème

    Bourgeois Bohème

    ...Global lifestyle assistance is available 24/7 for administrative, travel, and entertainment arrangements, alongside curated access to premium events and experiences. With advanced security (3DS 2.2, instant blocking/unblocking) and regulation by the UK’s FCA and the EEA’s ACPR, funds are held in segregated accounts to ensure protection even in insolvency.
    Starting Price: Free
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  • 9
    Strad Pro

    Strad Pro

    Strad Pro

    ...A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support.
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  • 10
    Trusted Family

    Trusted Family

    Trusted Family

    ...It includes smart workflows, such as signature requests, automated reminders, and task assignments, along with real‑time activity insights and analytics. Multi‑factor authentication, SOC 2/SOC 3-ready encryption, GDPR compliance, virus/malware screening, daily backups, and private key architecture ensure top-tier security.
    Starting Price: Free
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  • 11
    Aleta

    Aleta

    Aleta

    ...Recognized with industry awards for excellence in reporting, Aleta offers a sleek cloud‑native design, a mobile app for on‑the‑go access, white‑label customization, Microsoft‑based infrastructure, SOC 2 certification, multi‑factor authentication, encryption, and more.
    Starting Price: Free
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  • 12
    Greenlock

    Greenlock

    Greenlock

    ...Family offices can generate tailored, automated reports with customizable modules covering risk, return, fees, benchmarks, and non-bank assets. Greenlock integrates with existing systems without selling financial products or managing assets, ensuring fully owner-aligned incentives. It processes over $2 billion in assets and has achieved substantial fee savings for clients.
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  • 13
    Sage Intacct

    Sage Intacct

    Sage Intacct

    ...Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. ...
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    7,935 Ratings
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  • 14
    Enfusion

    Enfusion

    Enfusion

    ...All modules use the same background data model, eliminating the need to harmonize code streams and protocols. Portfolio managers, risk, and accounting continuously see exactly what the trading desks see, from market open to close. Front-, middle-, and back-office users can perform their functions and securely operate across desktop, web, and mobile user experiences.
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  • 15
    BlazePortfolio

    BlazePortfolio

    BlazePortfolio

    ...Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease.
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  • 16
    iPaladin

    iPaladin

    iPaladin

    Users can define customized workflows and dashboards to structure entity‑people‑asset relationships, automate project tasks, and consolidate communication.
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  • 17
    WealthArc

    WealthArc

    WealthArc

    WealthArc uses a reliable API engine to fully automate, consolidate and unify your wealth data, also reduces the time needed for reporting, compliance and other administrative tasks. WealthArc is an award-winning, user-friendly platform that empowers wealth managers to deliver on client expectations – faster than ever before and with high quality data. The modern asset manager is aware of customers’ growing expectations in terms of security, accessibility, and digitisation. Our innovative platform supports everyday job of asset manager with reliable portfolio management, governance, KYC, CRM, reporting modules and more. ...
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  • 18
    Voly

    Voly

    Voly

    ...It delivers one seamless system for yacht accounting, multi‑asset management (including property, private aircraft, other assets), cash, cards, invoices, APA charter management, payments, and foreign exchange. Users such as captains, crew, owners, management companies, family offices, property managers, housekeepers, flight crew, drivers, bookkeepers, and accountants benefit from real‑time visibility across entire portfolios via an interactive dashboard. Voly integrates a fully‑integrated Voly Prepaid Mastercard and FX payment platform, enabling SEPA and SWIFT. ...
    Starting Price: Free
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  • 19
    Private Wealth Systems

    Private Wealth Systems

    Private Wealth Systems

    ...It features intelligent aggregation across over 400 global data feeds, combining multi‑asset (public, private, fixed income, hedge funds, VC, real estate, derivatives, art/collectibles) and multi‑currency holdings into a single consolidated view. Its proprietary ledger‑backed data model preserves accounting integrity while enabling flexible structuring, grouping, and custom attributes at any level. Users benefit from real‑time performance insights, benchmark tracking, tax‑lot level gains/losses, wash‑sale detection, and full drill‑through analysis.
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  • 20
    SideDrawer

    SideDrawer

    SideDrawer

    Increase engagement, collaborate with your client's family and professional network, get enterprise-grade security. Recognized by a leading NYC-based fintech consulting firm as the "obvious choice" in organization, given our emphasis on estate planning and a streamlined user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications on client activity. Be aware of their needs ahead of requests. Staff still collaborate outside of existing portals (using email, cloud drive links, etc.). Save hundreds of hours of unproductive time. Real-time sync with your existing cloud drive storage reduces unproductive admin time. ...
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  • 21
    Fusion Invest
    ...The solid, scalable backbone that everyone can trust during the day as they build and report the “golden copy” of data. Consistent information and analytics mean all users can add value to the investment process together.
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  • 22
    Landytech Sesame
    Sesame, developed by Landytech, is an integrated investment management platform designed to provide asset owners, managers, and advisors with comprehensive tools for data consolidation, analytics, and reporting. It enables users to aggregate data across multiple custodians and asset classes, including complex instruments, ensuring a unified view of their portfolios. The platform offers institutional-grade analytics to assess performance, risk, and exposure, facilitating informed investment decisions. Sesame's report builder features a drag-and-drop interface, allowing for the creation of visually compelling, customizable reports that can be automated and scheduled. ...
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  • 23
    Limina

    Limina

    Limina

    ...Accessible anywhere via web and mobile with minimal IT footprint, frequent managed upgrades, and dedicated client support, Limina is designed to reduce manual work, improve data trust, and scale investment operations efficiently. Limina offers exception-based workflows and strong automation that eliminate routine tasks and notify users only when issues occur. It supports flexible multi‑asset portfolios and order management with dashboard views, order-raising, and rebalancing across multiple portfolios.
    Starting Price: $3,250 per month
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  • 24
    WIZE

    WIZE

    WIZE

    ...Its robust security framework includes MFA, OTP, SSO, role-based access, audit logging, end-to-end encryption, multi-layered infrastructure protection, ISAE 3402 certification, and DORA compliance. Users can choose deployment via private cloud in Switzerland or Singapore or on-premises.
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  • 25
    Sofistic.AI

    Sofistic.AI

    Sofistic.AI

    ...Sofistic.AI augments human expertise with AI-driven insights via Sofi, surfacing key risks, opportunities, and recommendations proactively, and SofiChat, a natural-language conversational assistant that lets users query their data in plain language.
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  • 26
    enVisual360

    enVisual360

    enSynergy Professional Services

    enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement....
    Starting Price: £40/month/user
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