WealthTechs Inc.

WealthTechs provides custodian data aggregation, normalization, API’s and integration apps to solve custodian data problems faced by Advisors and Fintechs. Our Advisor customers are larger investment management firms who manage many customer financial accounts physically custodied at many banks and broker dealers. Their dilemma is the complexity of having accurate, normalized, formatted, up to date financial account data integrated with their apps needed to do their jobs and competently serve their customers while remaining profitable. Advisor Apps WealthTechs integrates with are: portfolio management, portfolio accounting, performance measurement, composite management, trading, rebalancing, portfolio compliance, client portals, billing systems, analytics systems and many more. Fintechs that provide apps to advisors have the same challenge, they build apps that require accurate, timely financial account data so they can profitably sell and service their advisor customers. • RESTful API - logical, organized and easy to use library with a sandbox available to use free of charge • Integrations – SS&C/Advent Axys APX Geneva, Schwab Portfolio Center, InData iPM, Blaze Portfolio, Orion Advisor, Paxus • Interfaces – Direct data feeds, no screen scraping for >99% of all custodian assets in North America. Over 170 leading custodians with more being added daily. • Costs – Tiered flat fee fixed price starting at $500 per year per custodian interface, maxing out at $16,000 per year. • Highly Responsive – WealthTechs responds in minutes; over 90% of reported data issues are resolved same-day by friendly, highly intellectual industry veterans • Security – Third party certified: SSAE 16 SOC 2 Type 2 (formerly the SAS70 and CSAE 3416 Type II), ISO 27002 and PIPEDA.