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API integrations

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

Porfolio Management System
REST API
First-Class Support

Integrating with WealthArc

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

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.

Start your journey with us

WealthArc clients enjoy a seamless 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

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

Was your question not answered?

Contact us with your question and we will get back to you as soon as possible.

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