WealthTech Platform that not only improves your efficiency but scales your business up and attracts clients. WEALTHARC’s innovative digital technology empowers you to grow AuM, automate processes and meet new regulatory challenges. We deliver a state-of-the-art solution to Family Offices, Independent Financial Advisors and Private Banks.
Attract new clients and talent with our technology. Pursue more sophisticated clients, take on additional business.
Automatically consolidate portfolio data across multiple custodians, embracing all currencies, asset classes and ownership structures.
Give your clients access to complete portfolio data anywhere, anytime and on any device they want.