Solium Shareworks

Solium Shareworks -> Wealthica Sync
Production Beta
Accounts Yes
Positions Yes
Transactions Yes
Documents Not supported
Connector Core

 

Known Issues

UNSTABLE CONNECTION (5TH OF FEBRUARY 2021)  @RESOLVED

Connection to Solium might cause some issues. Our team is working hard on a fix. Also, very soon, we will add our own Solium connection, which will be much more stable. Thank you for your patience! 

POSITION RETRIEVAL TEMPORARILY SUSPENDED (12TH OF MARCH 2021)

We recently rewrote the Solium connector and temporarily had to suspend positions retrieval. This will be restored in the next week or two.

Frequent Questions

Shareworks reports unvested units, which are listed under unavailable. Unvested units are shown with $0 value in Wealthica. $0 accounts are hidden from the accounts list on the Dashboard but you can view them by clicking the ACCOUNTS link that shows up when expanding your Solium Sharework account.

Enhancements (Planned)