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

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.

Fast onboarding process

WealthArc clients enjoy a seamless, just 4-week onboarding period as our team manages the process from end to end. Simply connect us with your bank’s relationship manager, and we’ll do the rest.

Initial setup

We set up your Microsoft servers and create logins, upload your logo, asset tree, investment guidelines, and strategies in the system.

48 hours

Connect to custodian

Your dedicated onboarding
team opens the connections to
your custodian banks.

2-3 weeks

Portfolio data upload

We upload your portfolio data in the system from an Excel template.

2-3 days

CRM migration

We support migration of your entire CRM data at additional cost.

estimation required

Kick off and user training

We provide the necessary
training online for all users of
the application.

4-5 weeks

Success

Each client has a dedicated
point of contact within our
customer success team. Your
satisfaction will be regularly
assessed.

Success

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Heading

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

Data Integrations

Fast onboarding process

Initial setup

Connect to custodian

Portfolio data upload

CRM migration

Kick off and user training

Success

Success

Was your question not answered?