Connect every custodian, bank, and exchange, and get one clean feed out: one independent data layer under every platform, application, and model you run.
Each institution publishes in its own format, on its own schedule, and changes it without telling you. Building those connections yourself takes months per institution and is never finished. Taking them from a portfolio management system, a custodian, or a platform vendor that also stores your investment data leaves that vendor deciding what you can do with it, and what leaving them would cost; that cost is rarely written down, and it is the reason firms stay on systems they have already outgrown. WealthArc is the independent layer in front of all of them: it holds the connections, the standardized data, and the history, on infrastructure that is not tied to any single custodian, PMS, or technology vendor.
Connections, standardized data, and history, held in one place and owned by you. Standardized, reconciled, and validated through the WISDOM data model.
Test WealthArc's data quality and custodian coverage against your own accounts before committing to a build - no sales call required to start.
Feed clean, reconciled data straight into your own core banking system - including AI-powered PDF parsing for statements without a feed - and monitor data health, freshness, and exceptions from a single control room, ready to power AI as well as core systems.
Give your FinTech or WealthTech platform an instant, production-ready global data layer to build your own product on - a benchmarking tool, a fee investigation module, a risk engine - one unified API in front of multi-custodian feeds, cleaning, and daily reconciliation, so you launch in weeks instead of spending 12-18 months building custodian integrations yourself.
Normalize and distribute data across branches and locations that each run different APIs and delivery formats today - one standard feed out, instead of a different integration per branch.
Turn statements into structured data, including the custodians that publish no feed.
One system for portfolios, orders, clients, compliance, and fees, on data that is already reconciled.
One reconciled view of everything, across custodians, entities, and currencies.
Bring us your custodians, your systems, and the ones you would like to be free to replace.
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