Connect, standardize, and deliver trusted financial data across institutions, markets, and applications, supporting the complex, multi-custodian, and global wealth reporting needs of modern clients.
Built for the infrastructure providers behind global finance: custodians, banks, asset managers, insurance carriers, private market issuers, trust administrators, retirement plan recordkeepers, and other asset providers that maintain, service, or distribute authoritative financial assets worldwide.
Asset servicers and financial infrastructure providers often maintain trusted books-and-records data. But clients, products, and growth opportunities increasingly extend across external custodians, markets, asset classes, and technology environments.
The challenge is making that broader financial ecosystem interoperable without creating another layer of bespoke infrastructure.
WealthArc extends your existing infrastructure with global connectivity, standardized financial objects, enrichment, and flexible distribution, so you can build new services without rebuilding the data layer.
Extend connectivity across global custodians, banks, administrators, and financial institutions.
Transform inconsistent source data into normalized WISDOM financial objects.
Reconcile, validate, and add context across portfolios, positions, transactions, securities, and cash.
Deliver trusted data through APIs, files, cloud environments, and MCP-enabled interfaces.
Bring external custody data into your existing servicing environment without building every connection yourself.
Create trusted views across custodians, entities, asset classes, currencies, and jurisdictions.
Standardize data across legacy systems, acquired platforms, and external sources using reusable WISDOM objects.
Make trusted financial data available to applications, cloud environments, LLMs, agents, and autonomous workflows through modern interfaces, including MCP.
Trusts, foundations, and multi-entity arrangements require harmonized, multi-custodian data to support efficient trust administration, regulatory reporting, and client service.
WealthArc aggregates and standardizes that fragmented data into one trusted foundation, helping providers extend reporting capabilities, improve client experiences, and support increasingly complex wealth structures.
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.
Connect global financial data, standardize it with WISDOM, and deliver it wherever your clients, applications, and AI systems need it.