A typical adviser will save over $30,000 by switching to WealthTechs CDi. Larger advisers can save $100,000 or more.
Eliminate expensive consultants and custom programs to fix ACD data errors. WealthTechs CDi pulls directly from custodian bank data without screen scraping like ByAllAccounts.
Use our data on any portfolio accounting system you choose. WealthTechs CDi lets you retain data history and ownership while migrating to a new PAS or other software solution.
Don't wait 6 months for data errors to be fixed! WealthTechs has a 24hr or less turnaround time to fix identified data errors.
Our team has over 100 years of Advent experience. We provide step-by-step directions for integrating WealthTechs CDi and Advent.
Don't waste time waiting for Advent ACD to update. WealthTechs CDi updates frequently to keep you and your data current.
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