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Financial ServicesFinancial Services
Easily add document processing to your financial software with a PDF SDK proven to help streamline processes and enable frictionless client service in today’s most innovative financial institutions.
Proven Stability and Market Reputation
WHAT OUR CUSTOMERS SAY
The feedback we've had has been extremely positive. We've seen high levels of adoption among our customers, like William Blair and DuPont, including strong adoption of the regular expression feature.
Bryan Mannetta
Product Principal, SS&C Intralinks
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PDFTron’s WebViewer provides a unified viewer capability for various document formats, and we are now extending that to our video viewing capabilities as well. We are adding viewer comments to the wor...
Ashish Mukherjee
VP of Engineering, Datasite
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It’s a very robust product that has great integration capabilities across different platforms. They have been very helpful and great to work with. We’ve had situations where we’ve reached out to them ...
Anwar Qureshi
Development Supervisor, FIS
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Modernize and Streamline Processes
Simplify application review and approval processes. Standardize on a single viewer that lets users assemble, manipulate, collaborate on, fill in, and sign documents in 30+ formats -- on any platform.
Client-side
Speed time to market with complete client-side document conversion, form fill, annotation and editing -- no servers or other external dependencies required. Eliminate risks from network data transfers.
Accurate Data Capture and Extraction
Reduce manual data entry and extraction. Automatically extract and assemble data from various data sources, including tabular data from financial reports.
Fully Customizable UI/UX
Increase adoption and reduce errors by simplifying the open source UI for non-tech savvy users. Easily customize annotations to integrate with existing systems, and trigger workflows.
Built-in Financial Features
PDF, MS Office and Image Viewing
Ensure reliable, high-fidelity rendering of PDF, MS Office file types and 30+ other formats on web, iOS, Windows, Linux and Android applications. Support all modern browsers including IE9 without needing plugins.
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Document Assembly and Manipulation
Manipulate documents including MS Office files and scanned images. Correct documents with features to split and merge files, and features to rotate, remove, crop and reorder pages.
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All Markup Annotations
Have annotations from many users appear on the same document in real time. Manage annotations in a separate XFDF layer. Add role-based permissions and an audit trail.
All Annotation Types
Drop in or remove all types of existing PDF annotations, including stamp, watermark, call-out comments, highlights, free text, signature and shape tools, and more.
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Digital Signatures
Have users sign documents with hand-drawn digital ink or by uploading high-resolution images. And authenticate using embedded timestamps, public-key cryptography, and digital certificates.
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Workflow Automation
Standardize onboarding, KYC, review and approval. Enable straight through processing. Programmatically fill forms and trigger workflows off a button or a stamp
Form Filling
Easily build and modify interactive, fillable PDF forms. Let users submit or flatten forms from within your application. And capture form field values and digital signatures in a backend system.
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Accessibility Compliance
Gain low-level access to PDF documents to extract or add accessibility information such as reading order and alternative text for images. Repurpose content for use with accessibility technologies like screen readers.
Add Even More Functionality
Speed time to market with the most complete PDF SDK on the market -- supporting all major platforms, 30+ file formats, and hundreds of other unique features.
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