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WealthTechs Inc. Office Head Office

PO Box 681961
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Gary Lichtensteiger
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CDi – Custodian Data Integrator For Advent Users

WealthTechs’ CDi is a secure cloud platform to aggregate, standardize and integrate custodian financial account data with SS&C Advent APX, Axys & Geneva. An advisor with 2,500 accounts will save $375,000 over 5 years using WealthTechs CDi in lieu of Advent Custodial Data (ACD).

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PAD - Portfolio Accounting Data

WealthTechs aggregates, normalizes and delivers via SFTP or API direct data feeds from most leading custodians to feed an advisor’s tech stack. WealthTechs benefits are: data accuracy, reliability, SOC2 security, friendly customer service, fast data fixes and no screen scraping.