Managing complex portfolios and financial data across multiple platforms can create gaps in visibility and increase the risk of errors. The BAASS Bridge integrates Sage 300 with Wealthica, consolidating investment balances, holdings, and unlimited transaction history into one unified view. Wealthica’s powerful APIs connect to a wide range of financial institutions and account types, creating seamless access to comprehensive customer data for Family Offices, financial advisors, and financial institutions. By centralizing this information in Sage 300, the BAASS Bridge enhances reporting accuracy, streamlines portfolio management, and empowers better financial planning and decision-making. It also maintains consistent, audit-ready records to support compliance and regulatory requirements.
BAASS Bridge - Wealthica
The BAASS Bridge for Wealthica delivers real-time, consolidated investment and banking data from multiple institutions into Sage 300 for accurate reporting, seamless compliance, and smarter decision-making.
Key Features
Automated Data Consolidation
Syncs investment balances, holdings, and unlimited transaction history from Wealthica into Sage 300.
Wide API Connectivity
Leverages Wealthica’s APIs to integrate data from multiple financial institutions and account types.
Audit-Ready Records
Maintains consistent, accurate historical data to support compliance and regulatory requirements.
Configurable Workflows
Flexible mapping and setup to meet the unique needs of Family Offices, financial advisors, and institutions.
Scalable Architecture
Designed to handle high transaction volumes and complex portfolios without performance loss.
