About

WealthTechs provides 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 customers include Advisors, FinTech Companies & Back Office
Outsourcing Firms. WealthTechs value-add is deep focus on the largest, leading
custodian banks and broker-dealers around the globe. WealthTechs financial
account data technology is in production at more than 50 advisor firms managing in excess of $100 billion.

“We cut our data costs by more than 50% throughWealthTechs”
TJ Jones, CTO
Gamble Jones Investment Counsel
$1.2B AUM, Advent APX User - Pasadena, CA

WealthTechs Benefits To Advisors Using SS&C Advent Axys, APX & Geneva:

Cost Savings

• 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 screenscraping alternatives such as ByAllAccounts or Quovo. As a result, our clients save significant time on reconciliation and back office tasks.

Expert Client Service

• 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.

Military-Grade Security

• Encryption – WealthTechs delivers data from our secure data center to our customer’s networks via 128 bit password encrypted SFTP connection. This is the highest level of point to point security available.

• Certifications - 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. Security is of the
utmost importance to you, your business and most importantly your customers. No firm takes security as seriously as WealthTechs.

Mass Coverage

• 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.

• SS&C Advent Technology – 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.