API integrations

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

WealthArc consolidates and normalizes data from custodian banks, funds administrators, brokers and market data providers. Our proprietary algorithms adapt all this data into a standard format for quick, flexible, and high-quality asset consolidation.

Data Integrations

Porfolio Management System
First-Class Support
Integrating with WealthArc

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

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.

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