Bespoke Data Services (“BDS”) is available to all Wealthtechs Portfolio Accounting Data™ clients who want PAD delivered in a unique, customized, bespoke way; thus, empowering WealthTechs clients to focus on their core business.

BDS delivers PAD data how you want it and when you want it.

INTRODUCTION TO WEALTHTECH'S API

WEALTHTECH'S API USE CASES ON A WEBSITE