WealthTechs Inc provides vertical market, out-of-the-box technology solutions to the financial services industry.
WealthTechs products are geared toward larger firms that focus on Wealth and/or Asset Management Services.
WealthTechs products include: ClearView, CDI, PX and TradeData. Below you will find a summary of each product. Go to the Products Page here in Linked In for more details on each product:
ClearView produces amazing online client reports and handles the most difficult fee billing scenarios.
CDI empowers custodians to offer data integration services directly to RIA/ICMP/PCS clients.
PX provides end-of-day pricing and automatically loads popular portfolio management systems.
TradeData automates the secure international clearing and electronic communications with custodians.
WealthTechs' products are implemented, customized and serviced by local world-class consultants.
If you would like to learn more about WealthTechs and our products, please call our President & CEO Chris Casey at 801-542-9888 or email him at chris@wealthechs.com to setup a conference call.
Specialties
Portfolio Management, Data Warehouse, Billing, Client Reporting
