Solium Shareworks

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


Known Issues


We recently rewrote the Solium connector and temporarily had to suspend positions retrieval.

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)