Unlocking the power
of data for wealth creation
Single source of trusted data to make wiser, better, and faster investment decisions.
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Let Wealth Data Box connect you to your favorite custodian and data source and handle your data quality:
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 make wiser, better, and faster decisions.
Learn moreWhy 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.
Learn moreOur coverage includes over:
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...
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 solutio...
Seamless and faster onboarding of new data sources/custodians
Ready to use data & analytics for prospecting, increasing client...
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...
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