Compare Canopy vs PDFTables vs Moroku

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Crozscore:

67%
what is this?
28%
no significant changes

Crozscore:

85%
what is this?
85%
42%
interest rising

Crozscore:

60%
what is this?
32%
interest falling
Canopy screenshot view 2 more PDFTables screenshot view 2 more Moroku screenshot

Software Description:

Getting a complete and accurate view of a High Net-worth Individual’s entire wealth portfolio is a challenge for both the individuals and their wealth managers due to the sheer complexity of their assets which are also spread across multiple bank accounts. To address this, we have built Canopy, a platform that allows all assets to be aggregated and viewed as a single portfolio, advanced portfolio analytics, generation of custom reports, and more.

Current aggregation providers typically require data feeds or manual data entry. However, data feeds from private banks remain a challenge to obtain outside of US, and even then, data feeds are not available for alternative investments, holdings with hedge funds or other non-financial assets etc. Here at Canopy, we overcome the lack of data feeds by accepting data in conventional electronic formats including Excel, CSV and electronic PDFs.

Software Description:

PDFTables accurately converts PDFs containing tables to XLS, XML or CSV. Most of our customers use PDFTables via the PDFTables.com Cloud service which allows you to convert documents without downloading any software. We have an API too which means you can convert multiple PDFs at one time. There is also a separate On-Premises Enterprise version available.

When we convert a PDF, we use an algorithm which examines the structures in the PDF. It understands the spacing between items to identify the rows and columns, much as your eye does when you scan a page. It is designed to work reliably with large quantities of data.

When you land on our page, you will receive 25 free pages. Then, once you sign up, you will receive 50 more free pages. After this, our pricing packages offer an affordable and competitive rate.

Each core can process roughly 3 pages per second. When the cores are not as busy, the pages will be converted “in parallel”, which means that the cores can process up to 12 pages per second.

PDFTables doesn't perform Optical Character Recognition (OCR)

Software Description:

Moroku GameSystem helps banks build digital banking and wealth management solutions that are relevant and take customers on a journey of building financial muscle, teaching them through repetition the skills to pay off debt and save, rewarding them for saving not spending, to learn that it is good!

This is a new operating model for banks. Today the majority of banks are heavily reliant on their mortgage businesses. Under this paradigm, large sales and marketing teams are focused on mortgage deals i.e product focused. Under the Moroku model, banks become customer success focused, motivated not just on acquiring a mortgage but most importantly upon helping their customers in paying it off and succeeding.

Under this model the bank builds a sustainable portfolio of customers who are building financial skills, become better, stronger customers financially, better positioned to take on more complex products, such as wealth management and investments and are a lot more likely to promote the bank to their friends and family.

Moroku GameSystem is a complete set of technologies for the deployment and operation of the next generation of mobile banking and wealth management applications that employ motivational theory to build financial muscle and literacy.

Features:

  • Customer Management
  • External Integrations
  • Multi-User
  • Notifications
  • Multi-Currency
  • Data Export
  • Data Import
  • API
  • 2-Factor Authentication

Features:

  • Billing/Invoicing
  • Forecasting
  • Balance Sheet
  • Project Management
  • Data Visualization
  • Organization Management
  • Stripe
  • API
  • Analytics

Features:

  • Dashboard
  • Customer Management
  • External Integrations
  • Notifications
  • API
  • Multi-User

Summary:

    No key features associated with this application.

Summary:

  • Convert PDF tables to Excel accurately. SaaS or On-Premises.

  • Large scale PDF to Excel conversion tool, both cloud and on-premises.

  • PDF to Excel.

  • PDF to CSV.

  • PDF to XML.

Summary:

  • Financial Servcies Gamification Platform

5000

$100.00
1 user(s) / year
Included in plan:
  • 5000 page credits

10000

$200.00
1 user(s) / year
Included in plan:
  • 10000 page credits

Other

$2,000.00
1 user(s) / year
Included in plan:
  • Choose number page credits up to 100,000. Price changes accordingly

Starter

$30.00
1 user(s) / year
Included in plan:
  • 1000 page credits

Enterprise

$9,950.00
1 server(s) / year
Included in plan:
  • Unlimited page credits

Small

$3.89
1 user(s) / year
Included in plan:
  • Startup Chore Scout package includes 5000 free players

FAQs:

    Who are the main user groups of this service?
  • Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • CRM, Portfolio Management tool, Accounting tool etc.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • Does this service integrate with any other apps?
  • Yes, it does.

  • Does this service offer an API?
  • Yes, it does.

FAQs:

    Who are the main user groups of this service?
  • Oil & Gas industry, Healthcare industry and Financial Services industry.

  • What platforms does this service support?
  • Windows, Mac, Linux.

  • What is this service generally used for?
  • To convert PDFs containing tables to Excel, CSV or XML.

  • What are some applications this service is commonly used in tandem with?
  • Python, Java, R and more.

  • Does this service offer an API?
  • Yes with many programming languages including Python, R, C#, Go and more.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. We have a blog containing many tutorials. We also have an FAQ section as well as a responsive customer support team.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes it does.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes - core banking systems.

  • Does this service offer an API?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
  • Core banking systems.

  • What platforms does this service support?
  • All internet facing applications.

  • What is this service generally used for?
  • Making banking fun.

  • Who are the main user groups of this service?
  • Banks looking to engage customers.

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
Followers:

Publisher:

Founded:
-
Based in:
London
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses Canopy
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses PDFTables
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Moroku
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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