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Save 50% vs Advent Custodial Data.
High quality data = faster reconciliation.


WealthTechs provides advisors using SS&C Advent APX, Axys & Geneva with a cost effective, high quality, secure alternative to Advent’s Custodial Data Service.

TRUSTED BY MORE THAN 50 LARGE ADVISORS WITH OVER $100B AUM

ADVISOR BENEFITS

50% COST SAVINGS VS ACD

WealthTechs has more than 100 combined years of Advent experience. We have 90% coverage of all custodian bank assets. You can try any data feed before you buy. So why wait…save 50% or more versus ACD.

HIGHER QUALITY DATA

Our platform was built by Advent users for Advent users. We constantly improve data feeds. You reconcile faster with less people. You eliminate expensive consultants or custom programs to fix ACD data errors.

RESPONSIVE SERVICE

We have been in the Advent trenches downloading and reconciling for years; we know what you want. Personalized effective customer service in 60 minutes or less. Automate account setup & updates…even nitty gritty details. Got a bug? We will fix it in 24 hours or less.

SAVE ON CUSTODIAL DATA TODAY


ADDRESS
1265 Carlsbad Village Drive, Suite 100
Carlsbad, CA 92008

CONTACTS
Email: info@wealthtechs.com
Phone: 435-631-0423

SOCIAL
WealthTechs LinkedIn
WealthTechs Twitter

LINKS