Wealth Data Management Platform

"I use WealthArc’s Management Information System every day. For me, as a CEO, it is an indispensable source of updated information necessary to make decisions."

The availability of all client and portfolio data in one place has made our internal processes more efficient. Due to our growth, we are currently confronted with almost 10 different custodian banks. (...) This enables our investment and portfolio management to work efficiently and implement decisions quickly, easily and with a low error rate.

Across all functions, WealthArc saves us around 140,000 CHF a year. Before the invoicing and reporting had been outsourced and took a full three weeks to complete. Now, with WealthArc we do it in-house in only four days.

WealthArc provides the highest data quality and is very user-friendly. Thanks to that I no longer waste 30 minutes every day making sure that the clients’ data I have is correct.

“We were impressed by the speed of implementation and high data quality. WealthArc over-delivered their promises.”

“The all-rounder solution for managing client’s wealth, tracking performance of RMs, simplicity in producing and monitoring invoices as well as great CRM module in addition to portfolio management.”

“WealthArc is taking advantage of Azure Platform as a Service (PaaS), allowing much faster on-boarding of new customers due to automated & efficient infrastructure management."

WealthArc helps us being faster and more efficient. I have easy access to overall AuM, portfolios performance and all other metrics I need to analyze daily. I really like that the reporting is very useful and easy, especially generating customizable, one-page reports for all our clients. The Customer Success team is very customer oriented and acts quickly when I need some guidance.

“Our aim was to find a Portfolio Management System provider that will allow us to smoothly automate everyday processes, add value to our clients and guarantee the highest data quality. I’m glad to say that we’ve found all of these qualities in WealthArc.”

“WealthArc is a user-friendly and intuitive solution with all client and portfolio information at your fingertips . It allows us to swiftly compare client investments with model portfolios and instantly rebalance across all custodian banks.”

“WealthArc runs its SaaS platform for wealth management on Microsoft Azure, which meets the highest security standards required in the financial industry.