Data you can trust
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
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Integrating with WealthArc
Enjoy consolidated data through our Porftolio Management System (PMS) or 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.
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.
Contact UsInitial setup
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We set up your Microsoft servers and create logins, upload your logo, asset tree, investment guidelines, and strategies in the system.
Connect to custodian
Your dedicated onboarding
team opens the connections to
your custodian banks.
Portfolio data upload
We upload your portfolio data in the system from an Excel template.
CRM migration
We support migration of your entire CRM data at additional cost.
Kick off and user training
We provide the necessary
training online for all users of
the application.
Success
Each client has a dedicated
point of contact within our
customer success team. Your
satisfaction will be regularly
assessed.
Success
Was your question not answered?
Contact us with your question and we will get back to you as soon as possible.
Contact Us
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