BENEFITS
Learn the benefits of working with WealthTechs.
Cost Savings
Great data science, operational efficiency and global labor sourcing with a bias toward cost reductions = 50% or more savings for clients.
Better Technology
We built our data platform from the ground up using scalable, cloud-based, big data architecture based on the Microsoft tech stack.
Fast Service
We respond in minutes, fix data bugs, build new high-quality interfaces in 2 weeks or less and add time saving features routinely.
Coverage
We have built and tested data connections to most global data sources covering 99% of North American assets under management.
Quality Data
Our team runs hundreds of automated data tests including position reconciliation and vets issues before the sun even starts to rise.
Data Security
Security is our top priority. Our SOC 2 Type II certification proves our commitment to create a secure environment for our customers’ data.
Rich Data Set
We deliver accurate, normalized data for: Positions, Tax Lots, Securities, Prices, FX Rates, Transactions, Realized Gains & Accounts.
API
Call down specific data in JSON format via PHP, NodeJS, Python, Java, cURL, C#, Objective-C & RapidQL, etc. and integrate with any app.
74
CLIENTS
192
CUSTODIANS
567
DATA INTERFACES
140
,
774
ACCOUNTS
$
91
TRILLION AUM
INTEGRATIONS
Our data is preconfigured to integrate with many leading investment management systems.
FOREST SYSTEMS
An integrated, cloud-based general ledger & portfolio tracking for family offices powered by WealthTechs data.
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INDATA IPM
An integrated front to back-office, cloud-based solution for investment firms powered by WealthTechs data.
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BLAZE PORTFOLIO
Tax-optimized model rebalancing and scalable trade order management in the cloud powered by WealthTechs Data.
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AXYS & APX
Replace ACD, Carveout Utility, Dataport, Transport. Save money, reconcile faster.
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RIDGELINE
The industry cloud platform for investment management powered by WealthTechs data.
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CSSI PORTAL+
CSSI’s Portal+ is a great way to deliver reports and to offer data visualization to your end customers… but it is so much more.
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CYGEM
PORTAL+ Solving your portfolio management needs through: Portfolio Accounting, Reporting, Custodians, Integrations.
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USE CASES
WealthTechs Portfolio Accounting Data can be used for a myriad of purposes in your organization.
APPS
Use our data to easily integrate your client account data with any app you buy or build.
Billing
Bill faster, cheaper, and efficiently by using our data in your billing system.
UMA
Integrate sleeve & rep data with CRM to build deep distribution channel relationships with sponsor reps.
BI
Quickly build and share codeless, amazing dashboards with clients and colleagues.
Compliance
Automate reports for the SEC, FINRA, etc. using custodian book of record data.
Reconciliation
Reconcile faster, eliminate manual intervention, and scale your business, rely on us for the data.
CRM
Better KYC in Salesforce, Redtail or any other CRM system by feeding in accurate custodian data.
Data Sharing
Build & share data via lakes, warehouses, clouds, or API; rely on us for custodian data.
Reports
Building reports you need has never been easier, rely on us for the data.
GIPS
Provide custodian data evidence to your auditor faster and easier using our data.
PAS
Portfolio accounting system options are vast. Our data keeps your switching options open.
Trading & Order Management
Load data such as tax lots & new accounts earlier and faster to better prepare for your trading day.
Market Data
Reduce costs by leveraging custodian provided data for securities, pricing, fx rates & more.
Portal
Keep clients engaged by delivering a one-stop digital experience leveraging our data.
LEADERSHIP TEAM
WealthTechs is led by visionaries who have a collective 100+ year career history applying technology, innovation, and passion to solve difficult problems for institutional and wealth management firms.
Chris Casey
Founder/Owner/CEO/CFO/CISOChris is a pioneer in the wealth tech space, he founded & leads WealthTechs. Prior he was the Founder/CEO of Lync.NET and a Manager at Advent Software.
Ryan Dickau
Founder/Owner/CTORyan manages infrastructure to ensure security and scalability. He runs the “morning process” and development teams to improve and develop new products.
Gina Barro
Owner/Client Service & Support Team LeaderGina has deep experience managing custodian data and Advent reconciliations since 2003. She manages client support, data quality and client app integrations.
REASONS TO CONTACT US
Discover the many reasons to contact us.
You want to save money on custodian and other investment book of record data aggregation.
You are not getting good service from your current data aggregation provider.
Your vendor is not fixing bugs that you report to them which causes manual data entry.
You are not getting data how you want, where you want it and when you want it for seamless integration with your apps.
You are not getting your data on time, causing delays in your operations.
You like your current apps and want to keep them, but the data feeding those apps is not up to your standards.
Your current vendor does not have all your data feeds, or you are using multiple vendors and you want to work with only one.
You would like to test or implement new apps, but you do not want to deal with the hassle of multiple vendors for the same data feeds. You want to separate your data layer from your app layer so that you can feed multiple apps with the one data source.
ABOUT
WealthTechs sells data and integration services to investment managers, custodians, fintechs and other investment-oriented business entities.
Our award-winning platform solves our clients biggest data problems: getting accurate custodian and other investment-book-of-record data to fuel mission-critical enterprise applications each and every trading day without failure.
Leading companies across the globe trust WealthTechs because we deliver an excellent product and white glove customer service at a fraction of the price of our competition.
To prove our point; our products are used and trusted by 70+ clients managing $91+ trillion in assets, via 140,000+ accounts.
We are
SOC 2 Type II Certified
WealthTechs is SOC2 Type 2 Certified for data security. The SOC2 Type 2, is the Service Organization Controls 2 (SOC 2) examination under the Statement on Standards for Attestation Engagements No. 18 (AT-C section 205, Examination Engagements) of the AICPA. Completion of the SOC 2 Type II examination indicates that WealthTechs processes, procedures and controls have been formally evaluated and tested by an independent accounting and auditing firm.
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