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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.
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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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62 Products for "myfp2esp32-user-guide-306_02.pdf" with 1 filter applied:

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  • 1
    SIMON

    SIMON

    SIMON Markets

    Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. ...
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  • 2
    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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  • 3
    MoneyGuide

    MoneyGuide

    Envestnet

    Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives.
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  • 4
    Equisoft/plan
    Our holistic, compliant financial planning software helps you make in-depth interpretations of your customer’s current situation, and credible plans for their future. An intuitive user experience guides the collection of assets, liabilities, income, and expenses in one place. Retirement and insurance needs projections help you cover every possible variable. Accept, reject or modify platform-generated recommendations to save time and effort. Use the regularly updated or customized assumptions to align with your firm's policies. ...
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  • 5
    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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  • 6
    Tonic

    Tonic

    Tonic

    ...Key Features: Investor Portal: Experience 24/7 access to real-time portfolio management, cash balances, and tailored data feeds. Stay informed with alerts and GDPR compliance, while our Robo-advisory feature provides AI-enabled investment suggestions. Client Onboarding: Our user-friendly interface guides you through customizable data entry, intelligent document scanning, and face recognition for enhanced security. A configurable workflow ensures a seamless onboarding process. Back Office: Beyond traditional Portfolio Management Systems , Tonic offers wealth management-oriented CRM, compliance workflows, and dynamic risk assessment. ...
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  • 7
    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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  • 8
    Assette

    Assette

    Assette

    Assette changes the way you communicate investment results by making personalized content creation easy. Create stunning pitch books, client reports, fact sheets, and more while your competitors are wasting time manually scrubbing data and laboring over brand guides. Assette was founded by asset managers. We’ve been there – tracking down data, verifying accuracy, monitoring version control. Assette simplifies your work by letting you easily create, review, and deliver accurate, on-brand investment content instantly.
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  • 9
    Macroaxis

    Macroaxis

    Macroaxis

    ...Macroaxis is a sophisticated yet simple to use personalized wealth optimization service that delivers measurable value in the form of improved return on investment portfolios of self-guided and socially-responsible investors. Our platform enables investors to generate efficient long-term portfolios in any economic environment across multiple markets. Our technology is based on both traditional and evolving trends in fintech to empower investors with the most affordable digital wealth advisory service. Enjoy unlimited access to our highly scalable wealth optimization engine by joining over 100,000 satisfied investors who build over 20,000,000 optimal portfolios with Macroaxis.
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  • 10
    Equisoft/analyze
    ...Build retirement plans with cash flows, asset accumulation/de-cumulation, success probability views, and more. Integrate life, critical illness, and disability insurance assessment with guided workflows.
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  • 11
    Agilis Investment Management

    Agilis Investment Management

    Agile Financial Technologies

    ...We understand your need to offer that extra touch to client relationships – hence Agilis WM offers you a unique platform that lets you gain a 360° view of your investors and manage them in the first degree! Portfolio Rebalancing – guiding you back on track with Trade Recommendations. Trade Order Management – workflow driven for ease and speed to match pace with markets. Risk Management – compliance with regulatory & internal policies and limits. Analytics – empowering you with vital technical analysis. Model Portfolio – benchmarking to indices or your own models.
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  • 12
    Aladdin by BlackRock
    BlackRock and hundreds of other investment professionals turn to the power of Aladdin to work smarter, not harder. More than investment software, Aladdin technology brings clarity and connectivity to the world’s financial ecosystem. Everything we do is guided by the conviction that investors need this clarity at every point in the investment process in order to make more informed decisions, scale efficiently and achieve better investment outcomes. In pursuit of this goal, we are relentlessly innovating and constantly evolving Aladdin technology. Aladdin Enterprise is a flexible, end-to-end operating system that brings clarity to investment professionals. ...
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  • 13
    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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  • 14
    Advisor360°

    Advisor360°

    Advisor360°

    Improve automation and advisor efficiency with our unified digital wealth management platform. Deliver a more connected digital wealth management experience. Choose your main challenge and we’ll guide you to the right solution. Provide a complete and unified digital wealth management experience for your advisors. We provide complete and unified software to manage the digital wealth experience. Manage the wealth needs of all advisors and clients across all lines of business, from investments to banking to insurance, on a comprehensive platform that integrates with your existing technology footprint. ...
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  • 15
    Nitrogen

    Nitrogen

    Nitrogen

    ​Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. ...
    Starting Price: $1,188 per year
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  • 16
    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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  • 17
    Comarch Wealth Management
    Comarch Wealth Management is an integrated, multi-module platform which lets you give the finest investment advice to all your clients, no matter who they are, and how they change. Recommend next steps in minutes. Stay reachable. Build relationships that last. We've built our system to guide advisors and clients to the right investment decisions, step by step. No matter how many clients you have, which segment they belong to, or how experienced your advisors are, you will keep your service at the highest level. Better yet, it will take you less time than you think. It only takes a glance to have a full client investment picture - and that means you can give accurate recommendations within one meeting. ...
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  • 18
    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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  • 19
    Third Financial

    Third Financial

    Third Financial Software

    ...We own and control our technology, and drive the highest levels of automation across the platform. Our flexible APIs are pivotal to the timely and electronic exchange of data on a 2-way basis with external parties and more critically, in reducing the dual-keying burden assumed by your business. For wealth businesses utilizing Intelliflo Office as their back office system, the platform features a real-time, 2-way interface to Intelliflo Office for the electronic submission of all client.
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  • 20
    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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  • 21
    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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  • 22
    WealthBlock

    WealthBlock

    WealthBlock

    ...All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc. 2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication. 3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g.
    1 Rating
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  • 23
    WealthObjects

    WealthObjects

    WealthObjects

    ...Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools.
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  • 24
    Moneytree

    Moneytree

    Moneytree Software

    Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in...
    Starting Price: $1981 per year
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  • 25
    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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  • 26
    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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  • 27
    Summit

    Summit

    Summit Wealth Systems

    ...The company develops intuitive, data-driven platforms that streamline portfolio management, client reporting, financial planning, and performance analytics. With a focus on user-friendly interfaces and advanced integration capabilities, Summit Wealth enables financial professionals to deliver personalized advice and exceptional service to their clients. Known for its commitment to innovation and reliability, Summit Wealth empowers organizations to optimize their operations, enhance decision-making, and achieve superior client outcomes in a competitive financial landscape.
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  • 28
    aixigo:BLOXX
    ...As the composition of the aixigo:BLOXX is fully customizable, financial service providers enjoy the freedom to design wealth management services perfectly tailored to their individual requirements and preferences. Serves the authentication, i.e., the verification and authorization of a user's identity. Used to analyze financial products, portfolios, and benchmarks based on current and historical market and portfolio data. Identifies risks caused, for example, by economic developments or price fluctuations. Provides the user interface for displaying and analyzing portfolio data. Serves the selection and aggregation of building blocks, financial products, model portfolios, and benchmarks, and the management of reports.
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  • 29
    Boldin

    Boldin

    Boldin

    This financial wellness platform offers tailored solutions to meet the unique needs of businesses. Through its APIs, it allows users to build tools with detailed financial projections. The white-label planner provides comprehensive DIY financial planning, while interactive calculators can be integrated directly into websites to engage users. The platform also emphasizes classes and education, boosting financial confidence and literacy. With advisor tools, financial professionals can collaborate closely with clients on their plans. ...
    Starting Price: $120 per year
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  • 30
    Croesus

    Croesus

    Croesus

    ...It’s no surprise then that so many brokerages and banks trust us in managing over 1 trillion dollars in client assets. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.
    Starting Price: $377 per month
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