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.
Poor data quality can lead to an incomplete view of your asset, significant ROI declines, higher operational costs, and many retention issues.
Wealth Data Box eliminates these issues, empowering wealth managers, family offices, private banks, and many wealth management stakeholders, as well as wealth-tech and fintech platforms to focus on what matters most—optimizing capital allocation and maximizing returns. With our data engine, you'll save your valuable time and resources. Our Wealth Data Box will allow you to use the most advanced AI and wealth-tech applications.
Wealth Data Box solves this problem, allowing you to focus on what matters most: managing and growing your wealth.
How it works
Wealth Data Box connects to your custodians, data providers, asset managers, and trading platforms. Investment data liquid and illiquid is unified, aggregated, cleaned, reconciled, verified, and available via Rest API or SFTP server. 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.
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Let Wealth Data Box connect you to your favorite custodian and data source and handle your data quality, so you can focus on managing and growing your wealth.
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