Unlocking the power of data for wealth creation

Single source of trusted data to make wiser, better, and faster investment decisions.

Let Wealth Data Box connect you to your favorite custodian and data source and handle your data quality:

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Data you can trust

Wealth Data Box automatically connects you to your most needed custodians and data sources, aggregating your investment data, cleaning, reconciling, verifying, vetting to the highest quality, and delivering as a trusted data seamlessly to your AI and wealth-tech applications, so you can take wiser, better, and faster decisions.

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Why Wealth Data Box?

In wealth management, seamless access to multiple sources of data and data quality drive success but also present one of the greatest challenges. Accurate and complete data is the foundation of effective wealth management and AI-powered insights. Data quality is the single most important factor for wealth creation.

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Our coverage includes over:

Institutions

AuM

Accounts

How it works

Data Sources

Wealth Data Box connects to your custodians, data providers, asset managers, and trading platforms.

Data Processing

Investment data liquid and illiquid is unified, aggregated, cleaned, reconciled, verified, and available via Rest API or SFTP server.

Data Integration

The clean and trusted data can be loaded directly into your AI wealth-tech application, asset reporting, portfolio management system, risk management, accounting, fund management, BI platform or any wealth-tech solution.

Data Access

Data is automatically downloaded and via modern secure data access mechanisms.

Normalization

Data is normalized to a unified data model using advanced machine learning techniques.

Reconciliation

Automated data cleaning process supported by AI mapping, ensures 100% (99.87%) data accuracy.

Secure Delivery

Downstream systems access data through modern data delivery mechanisms (REST API).

Our edge and your benefits

Built to market-leading technology and cybersecurity standards, Wealth Data Box offers concrete benefits and value enhancement to clients:

Quality, speed, and simplicity for your daily investment decisions

A solid foundation for any AI wealth-tech applications

Unique data reconciliation engine with near 100% data accuracy (99.87%)

Boosts efficiency and reduces costs

Automated data aggregation, processing, and delivery

Provides an independent source of trusted and secured data

System-agnostic design lets you choose your wealth-tech solutions or platforms

Seamless and faster onboarding of new data sources/custodians

Ready to use data & analytics for prospecting , increasing client wallet share, financial planning, investment reporting , portfolio management , fee analysis

Who we serve

Our platform is designed to benefit a wide range of stakeholders and service providers across the wealth management industry.

Fintech Providers

• AI wealth-tech applications
• Portfolio management systems
• CRM for financial advisors
• Asset reporting systems
• Accounting / general ledgers
• Core-banking systems
• Trading platforms
• Asset aggregator

Asset Advisors

• Wealth Managers
• Asset Managers
• Multi-Family Offices
• Trustees
• Private Banks
• Independent Fund Administrators
• VC, Private Equity, or multi-strategy funds
• Foundations

Asset Owners

• Single Family Offices
• UHNWIs
• Private active investors
• Tech entrepreneurs

Ecosystem

Microsoft Azure

As a Solutions Partner for Data & AI (Azure), we demonstrate our broad capability to help customers manage their data across multiple systems to build data solutions.

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WealthArc

Wealth Data Box has been powering the WealthArc Portfolio Management System. WealthArc is a personalized wealth management platform built for the next generation of Family Offices, Wealth Managers and Private Banks. Empowered by cutting edge technologies, its easy-to-use and intuitive SaaS and cloud-based solutions give clients 24h/7days access and 360 degrees overview and understanding of their total assets to make prudent, smart and better investment decisions.

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