Five interconnected components form a complete data pipeline - from any data source across the world to structured intelligence your AI systems can consume directly.
Connect to custodians, banks, brokers, exchanges, private markets, crypto, cash accounts, files, and APIs - then bring them into one controlled intake layer.
Raw custodian data arrives in different formats, naming conventions, currencies, identifiers, and reporting standards. WealthArc Data Box cleans, validates, standardizes, normalizes, reconciles, and enriches it into a controlled data layer with lineage.
Remove noise, duplicates, and broken source formatting.
Check completeness, rules, ranges, and mandatory values.
Map schemas, asset classifications, and transaction types into WISDOM. Align currencies, units, dates, and conventions.
Match positions, cash, and transactions across accounts.
Add identifiers, context, classifications, and quality signals.
Once the data is trusted, WISDOM gives it a consistent structure and semantic meaning. The result is a single investment data object that humans, AI models, agents, and applications can understand without re-mapping the source every time.
One WISDOM object enters Prism and can be distributed to any destination - Creator, AI models, AI agents, applications, APIs, reporting tools, or downstream systems. Data stays consistent while the output adapts.
Creator is where users see, shape, and act on the clean data layer. It turns WISDOM-fed data into working tools, workflows, dashboards, client views, and AI-assisted actions.
Connect your data sources, deploy the pipeline, and start delivering AI-ready financial intelligence.
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