WealthTechs sole focus is aggregating, normalizing and integrating custodian data period.
Our constant technology innovation results in lower internal costs; which we pass on to you.
We also offer flat fee pricing for certain custodians that allow you to grow your business, keep your custodian data costs flat and from your ROI.
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.
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.
WealthTechs offers interfaces to most custodians in North America representing 99% of all assets under management.
We constantly add new custodians based on our customer's needs. For new interfaces; once data starts flowing from the custodian to WealthTechs;
new interfaces are developed and ready for testing in only 2 weeks.
Our CDi app has 100x the features and automation capabilities of Data Exchange, Dataport, IRC and SPC.
CDi helps you automate simple and complex data transformations to reduce your daily data download, load and reconciliation process;
which can save you hours or labor and tens of thousands of dollars per year. CDi is 100% integrated with APX, Axys, Schwab Portfolio Center.
We believe that any worthwhile information security policy be audited by a third party to be effective and transparent.
To do this, we adhere to the SOC 2 Type I standard; which demonstrates WealthTechs’ enduring commitment to maintain the highest level of security
and continuity of our critical customer data & operations.
WealthTechs will setup any custodian interfaces for you to run in parallel, absolutely free and provide you with installation, training and support throughout your pilot.
We also provide you with an app we built that compares ACD vs WealthTech data.
This speeds up the conversion process and exposes issues in your current process that we fix permanently during the pilot.