Wealthtechs Inc.

Description

• WealthTechs provides advisors with technology to aggregate financial account data from the leading custodians and integrate it with the SS&C Advent Axys, APX & Geneva portfolio accounting systems. WealthTechs value-add is deep focus on the largest, leading custodian banks and broker-dealers around the globe. Benefits to advisors include: SS&C Advent Technology WealthTechs integrates with Advent Axys, APX & Geneva portfolio accounting systems via our richly featured CDi application which replaces the Advent Dataport app. CDi features include automation scripting, rules based translations, automatic setup of accounts and more. We are constantly adding features and benefits to CDi. Custodian Banks >90% coverage of all custodian bank assets. Over 50 leading custodian banks with more being added daily. Please contact WealthTechs for a current list. Data Costs WealthTechs data costs measure 50% less than Advent Custodial Data (ACD) with options for fixed pricing. Grow your firm without dealing with escalating data costs. Back Office Labor Costs - WealthTechs data is cleaner than ACD and screen-scraping alternatives such as ByAllAccounts or Quovo. As a result, our clients save significant time on reconciliation and back office tasks. Highly Responsive WealthTechs responds in minutes; over 90% of reported data issues are resolved same-day. Staffed by Industry Veterans WealthTechs has more than 100 combined years of Advent experience. WealthTechs handles support inquiries in a professional, courteous and accurate manner. Security WealthTechs data center is hosted by a superior provider that has the following standards-based certifications: SSAE 16 SOC 2 (formerly the SAS70 and CSAE 3416 Type II), ISO 27002 and PIPEDA.
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  Headquarters:339 Park Avenue , Park City, Utah, United States

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  Phone Number: +1 435-631-0423

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  Website: https://www.wealthtechs.com

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  Employees:22

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  Revenue:$1 - 10M

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  Legal Name:Wealthtechs Inc.

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• |  NAICS Code: 334614  |

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