An international external asset manager operating across five jurisdictions, serving clients through more than 50 custodian relationships.
Download as PDF
Octogone is an international external asset manager operating across Geneva, the Bahamas, Miami, Panama, and Dubai, serving clients through more than 50 custodian relationships across the group. Operating at this scale created complexity in data flows, reporting, compliance, and client servicing - particularly where data formats and quality varied by custodian and jurisdiction.
With data arriving from dozens of banks in different formats and levels of quality, Octogone's teams faced daily inefficiencies. Relationship managers had to log in to multiple portals to access client portfolios, while executives lacked a single view across entities. Compliance and leadership needed faster, more reliable oversight of new accounts and group-wide activity.
To turn this multi-custodian complexity into an advantage by building trusted, structured, and connected data that provides a solid foundation for current operations and prepares the business for future AI-driven applications.
WealthArc delivered a unified data backbone for Octogone's international operations, coupling global custodian connectivity with an automated reconciliation engine to guarantee actionable and trusted data quality - the foundation for operational efficiency and client excellence, but also for future AI-readiness across the group.
Broad US and international integrations enable true portfolio consolidation across entities and banks.
A single-page view of balances, positions, and performance that relationship managers can rely on daily.
Leadership views by custodian, entity, RM, assets, and accounts, with the ability to export everything for analysis.
OFAC/PEP checks via an integrated policy link support daily screening across offices.
WealthArc worked hard to tune feeds and reconcile data so Octogone's teams could rely on one source of truth.
“Very few solutions in the market genuinely connect to US and global custodians at the scale we need. WealthArc's breadth of custodian coverage lets us consolidate clients across entities and serve them seamlessly worldwide.”Ivan PeruffoCEO of Octogone
Octogone's advisors now work from one clear portfolio view instead of multiple bank portals, responding faster and more consistently to clients. Executives can review new accounts in Panama or Dubai from Geneva, retrieve files and KYC instantly, and export what is needed without manual rework. With a reconciled data backbone and expanding custodian connectivity, Octogone has the operational foundation to continue to scale internationally with confidence.
“Data quality is the key. WealthArc leaned in with us to keep custodian data feeds accurate, so now we treat it as our single source of truth. From Geneva I can review new accounts opened in Panama or Dubai, pull up files and KYC quickly, and export what leadership needs - we've traded portal-hopping for speed and confidence.”Ivan Peruffo
170+ custodian new-generation data feeds through WealthArc Data Box, delivering broad coverage across Europe, North America, Monaco, the Bahamas, and more.
Designed to ensure data consistency, interoperability, and readiness for AI applications and advanced analytics across global teams.
WealthArc enables wealth managers, asset managers, and family offices to manage their wealth, reduce costs, and streamline all processes - from front to back office - within one centralized, cloud-native, and user-friendly platform.
WealthArc builds financial data infrastructure that turns fragmented investment data into trusted intelligence, ready for people, applications, and AI.
Every custodian sends data in its own shape. We connect them, reconcile what arrives, and resolve it into one structured record of a portfolio that firms can run their operations on.
That record is what the firms on this page work from every day, and what their applications and AI systems read from next.
Tell us which custodians you work with and we will show you exactly what your data would look like.