Solution introduction
WealthVector is a cloud-native, API-first platform for Model B custody, unifying onboarding, trading, custody, cash, valuations, fees, reconciliation and reporting in one modern stack
Delivering the full Model B custody lifecycle from a single, modern system
The platform brings together client onboarding, trading and order execution, custody and cash management, transactions, valuations, fees, reconciliation and reporting, removing the cost, complexity and risk that come from running a patchwork of disconnected legacy systems.
The platform is also open by design. Its modern, well-documented connections support real-time integrations with the tools, partners, market data and client-facing channels firms already use, so information stays up to date across the business and firms are never locked into a closed ecosystem.
