Wealth Management API Integrations & Solutions
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.
Porfolio Management System
Access our web-based, user-friendly interface with all positions, transactions, and performance metrics in one place. Read your data from any device, and seamlessly download to Excel.
REST API
Automatically bring your custodian data feeds from WealthArc into your own systems and applications. Set up in no time, have full control over your data.
First-Class Support
The development of our custodian APIs is managed by a team of engineers solely dedicated to refining the APIs and supporting our users.
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Extract
We extract in all common bank data exchange formats (CSV, SWIFT, XML, etc.) with all connections securely processed through Microsoft Cloud.
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Transform
Our specialized team of financial data engineers have built and maintain reliable data pipelines to harmonize your data and represent it in the most appropriate way for each asset class. Our Core Engine is fast and robust enough to handle any volume of data.
Check
An automated set of intelligent algorithms run multiple times a day to verify every extraction, transformation, and loading job. The 0.01% of anomalies are immediately registered and addressed by our specialized data support team.
Load
The collected, transformed, and cleaned data is being loaded into our secure storage and is immediately accessible to you. Securely access your data through the PMS or with our REST API.
There are people behind our technology!
We provide dedicated Customer Support for all our users. Would you like to talk to one of our experts or have free demo session?