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Save 50% Or More On Custodial Data.
High quality data = faster reconciliation.


WealthTechs provides advisors using APX, Axys, Geneva and other popular portfolio accounting systems with a cost effective, high quality, secure custodian data service.

ADVISOR BENEFITS

50% OR MORE IN COST SAVINGS

WealthTechs sole focus is aggregating, normalizing and integrating custodian data with your back office systems. Our constant technology innovation results in lower internal costs; which we pass on to you. We also offer flat fee pricing plans that allow you to grow your business, keep your custodian data costs flat and increase your ROI.

HIGHER QUALITY DATA

Our platform was built by seasoned back office users for seasoned back office users. We constantly improve data feeds so you can reconcile faster with less people. We eliminate expensive consultants and difficult to maintain scripts and custom programs to fix data errors.

RESPONSIVE EFFECTIVE SERVICE

We know your role because, like you; we have been in the trenches downloading, translating and reconciling custodian data for years. We know what you need to make your life easier: personalized effective service in minutes, fast data fixes, robust translation features to let you easily map data the way you want it... even the nitty, gritty details that no one besides you understands.

CUSTODIAN COVERAGE

WealthTechs offers direct data 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 2 weeks or less.

PAS SYSTEMS INTEGRATIONS

Our CDi app sits on your network and allows you and your staff to meticulously translate data the way you want it via easy-to-use yet sophisticated rules engines and scripting features. CDi has 100x the translation and automation capabilities of Advent Dataport/DX/IRC and most likely 1000x the features of your portfolio accounting system's data import functionality. CDi helps you automate simple and complex data transformations to reduce your daily data reconciliation process down to minutes. CDi is 100% integrated with APX, Axys, Schwab Portfolio Center, Assetbook and in testing with InData and Geneva.

RISK FREE PILOT TESTING

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.

SECURITY

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.

SAVE ON CUSTODIAL DATA TODAY


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

ADDRESS
PO Box 681961
Park City, UT 84068

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

SOCIAL
WealthTechs LinkedIn
WealthTechs Twitter

LINKS