Data Integrations

Porfolio Management System

Access our web-based, user-friendly interface with all positions, transactions, and performance metrics in one place. Read your data from any device, and seamlessly download to Excel.

REST API

Automatically bring your custodian data feeds from WealthArc into your own systems and applications. Set up in no time, have full control over your data.

First-Class Support

The development of our custodian APIs is managed by a team of engineers solely dedicated to refining the APIs and supporting our users.

Integrating with WealthArc

Enjoy consolidated data through our Porftolio Management System (PMS) or API engine.

Extract

We extract in all common bank data exchange formats (CSV, SWIFT, XML, etc.) with all connections securely processed through Microsoft Cloud.

Transform

Our specialized team of financial data engineers have built and maintain reliable data pipelines to harmonize your data and represent it in the most appropriate way for each asset class. Our Core Engine is fast and robust enough to handle any volume of data.

Check

An automated set of intelligent algorithms run multiple times a day to verify every extraction, transformation, and loading job. The 0.01% of anomalies are immediately registered and addressed by our specialized data support team.

Load

The collected, transformed, and cleaned data is being loaded into our secure storage and is immediately accessible to you. Securely access your data through the PMS or with our REST API.

How we build & scale custodian connections

We extract in all common bank data exchange formats (CSV, SWIFT, XML, etc.) with all connections securely processed through Microsoft Cloud.

All data connections are built and maintained in-house. No 3rd party involvement or cost.

Data Integrations

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