WealthTechs products are proven successes at leading financial institutions globally, 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 WealthTechs’ flagship product. PAD is a fully outsourced data aggregation > normalization > delivery > integration service. Leading financial institutions 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.
Advent Integrator App™
The Advent Integrator App™ streamlines your morning process by integrating Portfolio Accounting Data™ directly with Axys or APX. AIA replaces outdated systems with one powerful, user-friendly application for seamless data automation.
ClearView Portal™
ClearView™ shows real-time feed status, filters and groups accounts, manages API access, and lets you import large batches of accounts and groups via CSV/XLS—eliminating manual entry and reducing errors. Admins can create unlimited users and set permissions, all in one secure, easy-to-use portal.
Custodian Data Management Services™
Custodian Data Management Services (“CDMS”) is available to Custodians, Broker Dealers, TAMPs, etc. who need help offering their clients a white glove, modern, cost-effective data service. WealthTechs CDMS enables your clients to easily access and integrate your data with their mission critical apps which result in higher AUM.
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.