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
REST API
First-Class Support
Integrating with WealthArc

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

Extract
Transform
Check
Load
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.
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Initial setup
Arrow

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
Arrow

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

2-3 weeks
Portfolio data upload
Arrow

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

2-3 days
CRM migration
Arrow

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

estimation required
Kick off and user training
Arrow

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

4-5 weeks
Success
Arrow

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

Success

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