WealthTechs To Sponsor AUG-The Exchange Member Meeting At The Princeton Club of New York

NEW YORK - Oct. 20, 2016 - PRLog -- AUG NYC Member Meeting – WealthTechs, a leading custodian data technology provider for advisors using the Advent and other portfolio accounting systems will sponsor the 2016 AUG New York City Member Meeting to be held at The Princeton Club of New York on Thursday, October 28th 2016.

"New York advisors are the most respected, fast-paced and innovative in the world. WealthTechs is very proud to have the opportunity to sponsor the 2016 AUG New York Member Meeting," said Chris Casey, CEO of WealthTechs. "Me and other members of the WealthTechs team call New York our home.  We know how New Yorkers think; we've spent the time in the trenches downloading and reconciling in New York; we know the pressure. We can't wait to get together face to face with AUG members and talk about our custodian data solution that helps Advent portfolio accounting system users download
and reconcile systems faster.  "WealthTechs provides Advisors with advanced technology to aggregate, standardize and integrate financial account data from the world's leading custodian banks with Advent Axys, APX, Geneva and other leading portfolio accounting systems."

"We thank WealthTechs for sponsoring our 2016 New York City AUG-The Exchange Member Meeting." said Jennifer Litchfield, Executive Director, AUG-The Exchange.

About WealthTechs
WealthTechs Inc. is a leading data technology firm, founded by Chris Casey, a veteran financial services technology executive. WealthTechs provides advisors with advanced technology to aggregate, standardize and integrate financial account data from the world's leading custodian banks with the Advent Axys, APX, Geneva and other leading portfolio accounting systems. The WealthTechs team brings together industry experience from the most established companies in the industry including SS&C, Advent Software, Satuit Technologies, Factset, and Broadridge. WealthTechs is rapidly growing due to high demand for its high quality, integrated custodian financial account data solutions. WealthTechs is headquartered in San Diego, California with offices in New York City, Salt Lake City, San Francisco and Argentina.  WealthTechs currently offers custodian data solutions for leading custodian banks, such as: Interactive Brokers, Charles Schwab, Fidelity, TD Ameritrade, Pershing, Raymond James, State Street Bank, Wells Fargo First Clearing and over 30 others. WealthTechs also provides seamless integration to the following investment systems: Advent APX, Advent Axys, Advent Geneva, Schwab Portfolio Center, WealthSite and Private Wealth Systems.  For more information about WealthTechs, visit http://www.wealthtechs.com or call Chris Casey - CEO at (760) 230-1575 Ext 1.

About AUG-The Exchange

AUG-The Exchange is the largest person-to-person networking resource group for the wealth and investment management industry. Founded in 1998, AUG is the result of a strong group of investment industry professionals with a desire to bring people together in an independent forum to connect, collaborate and share solutions. Today, AUG remains committed to leveraging its collective voice with
industry vendors while fostering a spirit of collaboration within the investment management community. The AUG creates a unique network which offers a forum for interactions on industry related topics, opportunities to collaborate on tips, tricks, and industry best practices, and channels feedback to industry service providers. For more information about AUG, visit http://www.AUGtheexchange.org or call (888) 241-6881.


Disclaimer Third Parties

All product and company names are trademarks or registered trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. All specifications are subject to change without notice. WealthTechs™ and CDi™ are trademarks of WealthTechs Inc. SS&C, Advent, APX, Axys & Geneva are registered trademarks of SS&C Technologies, Inc. WealthTechs is unaffiliated with SS&C Technologies, Inc.