WealthTechs products are proven successes at 75 organizations globally who oversee over $91 trillion of assets, including many of the world's largest banks, institutional investment managers, wealth managers, fintechs and family offices.
WealthTechs has a reputation across the industry for reliable, mission-critical solutions, friendly professional service, fast bug fixes and fast feature additions; all at a reasonable price.
WealthTechs focus is only on data, which allows us to constantly better our products with a goal of being the best in the world at data for the investment management ecosystem.
Portfolio Accounting Data™
Portfolio Accounting Data™ (“PAD”) is WealthTech's flagship product. PAD is a fully outsourced data aggregation > normalization > delivery > integration service. Leading companies across the globe trust PAD because we deliver an excellent product and white glove customer service at a fraction of the price of our competition.
Bespoke Data Services™
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.
ClearView™ is included, free of charge, to all clients using our Portfolio Accounting Data™ product. ClearView gives you real time access to WealthTechs operational systems so you can manage your WealthTechs Portfolio Accounting Data™ subscriptions and several other integrated features in one easy to use site.
Advent Integrator App™
The Advent Integrator App™ (“AIA”) integrates our PortfolioData™ product with Axys or APX. AIA replaces the 8 or more Advent/SS&C products that have been cobbled together over the decades to create Advent's morning process/data reconciliation “solution.” AIA is one, easy-to-install, easy-to-learn app to automate your morning process.
Data Management Services™
Data Management Services (“DMS”) is available to Custodians, Broker Dealers, TAMPs, etc. who need help offering their clients a white glove, modern, cost-effective data service. WealthTechs DMS enables your clients to easily access and integrate your data with their mission critical apps which result in higher AUM.
TradeData™ is an electronic trade allocation and settlement instruction system for investment management firms that want a single portal for allocation communication and custody client accounts with multiple and/or global custodians that do not work with OASYS. Trade Data integrates with PortfolioData™ for T+1 trade reconciliation.