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.
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.
The development of our custodian APIs is managed by a team of engineers solely dedicated to refining the APIs and supporting our users.
Enjoy consolidated data through our Porftolio Management System (PMS) or API engine.
We extract in all common bank data exchange formats (CSV, SWIFT, XML, etc.) with all connections securely processed through Microsoft Cloud.
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.
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.
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.
We extract in all common bank data exchange formats (CSV, SWIFT, XML, etc.) with all connections securely processed through Microsoft Cloud.
We set up your Microsoft servers and create logins, upload your logo, asset tree, investment guidelines, and strategies in the system.
Your dedicated onboarding
team opens the connections to
your custodian banks.
We upload your portfolio data in the system from an Excel template.
We support migration of your entire CRM data at additional cost.
We provide the necessary
training online for all users of
the application.
Each client has a dedicated
point of contact within our
customer success team. Your
satisfaction will be regularly
assessed.
Contact us with your question and we will get back to you as soon as possible.
Contact Us