Unlocking the true value of your scattred wealth data WEALTHLEDGER puts you in the driver seat towards the future enabling your AI and Apps to seamlessly work with your data. WEALTHLEDGER is your lightweight, behind the scenes wealth data engine, making you the owner of your data - independent, quality assured, secured and accessible.
Today's solutions for multi-asset class data consolidation are heavy, closed and expensive. WEALTHLEDGER is the first solution to provide a decoupled, data-first approach - a lightweight, independent data store that can empower all your apps of choice - AIs, PMS, reporting tools and more.
AI shines where it can rely on high-quality data. This is where WEALTHLEDGER excels: Quality assurance is at the core of our technology. We explore all the means to ensure that your data is accurate, complete and timely, so AI can perform at its best.
As standardized APIs become the norm, the hurdles shift to onboarding governance and compliance. With WEALTHLEDGER you manage access, tracability and security of your data - all the while empowering your AI and apps to seamlessly work with your data without limits of performance or availability.
Welcome to the most innovative tech-solution helping you to aggregate distributed wealth data
The core of WEALTHLEDGER is an API-driven securities booking engine that connects your distributed wealth data - multi-booking center, multi-custody, multi-asset class.
WEALTHLEDGER brings out of the box support for most industry standards - ISO 15022, ISO 20022, OpenWealth and more. Understanding flavours and converting between standards is our strengh. With our CONVERTER module you can focus on the core of your business, while letting WEALTHLEDGER handles the tedious and fussy tasks at the highest quality.
The platform offers a modern, easy-to-use back office application to ensure data quality and managing your custody interfaces.
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With more than 15 years of experience in the Swiss wealth tech industry, WEALTHLEDGER tackles the true hurdles of wealth aggregation - a unified and normalized view of wealth and related business events, efficient data quality assurance and provisioning of independent, accessible but secured data. We are at the forefront contributing to current initiatives such as OpenWealth shaping the industry's technology of tomorrow. We belive that modern solutions should be open, self-service oriented and easy to get started.