The Custodial Data Interface (CDi) is a software and service solution that automates the process of loading custodial data such as transactions, positions, investment vehicles and prices into popular portfolio managements system such as Advent Axys and APX. CDi has advanced features such as rules driven transaction translations, flexible withholding tax processing options and advanced reconciliation reporting.

CDi clients are banks and broker dealers that wish to provide their wealth and asset management firm clients with low cost, high value portfolio management systems integration services. The WealthTechs team can help your bank or broker dealer firm gain a competitive advantage that separates you from the competition in your product offering to wealth and asset management firms.

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