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


Known Issues

Frequent Questions

How to find your API Token

1. Login to Wise

2. Click on your name (top right)

3. Choose settings

4. Scroll down to API Tokens and click on it

5. Select “Add token” and follow the instructions

Enhancements (Planned)