The Wealth Management Platform
for Financial Advisors

FREE DEMO

Next Generation
Investment Management Platform


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.

Grow
your business

Attract new clients and talent with our technology. Pursue more sophisticated clients, take on additional business.

Get
competitive edge

Automatically consolidate portfolio data across multiple custodians, embracing all currencies, asset classes and ownership structures.

Attract
new clients

Give your clients access to complete portfolio data anywhere, anytime and on any device they want.

Automatic API to custodian banks:

UBS PICTET

All In One Solution


Get 360-degree view on your clients wealth. WEALTHARC covers entire workflow from front- to back-office, offering the best of PMS - portfolio management system - and CRM.

WEALTHARC lets you analyse all information in seconds and communicate what is most important to your clients. Eliminate manual documentation, unify all steps of your processes in all-in-one SaaS platform and no longer use multiple systems to keep track of your investments.

Digital Consolidation


As a wealth manager, you need a solution that delivers accurate data at your fingertip. WEALTHARC automatically integrates all your data from various custodian banks and therefore streamlines your operations. Forget manually 'copy & paste'  and better rely on WEALTHARC’s decision support system: save precious time and mitigate operational risk.

Consolidate beyond financial investments and offer you client a holistic wealth overview on their non-financial assets: art, real estate, family businesses or trusts. Become a real trusted advisor.

New Client Expectations


No two advisory firms are the same. Our innovative platform is tailored precisely to your clients’ expectations. Give your clients access to fully white-labeled Internet portal. Provide up-to-date overview and sophisticated analysis of every portfolio. Emphasize important messages with powerful charts and graphics.

WEALTHARC provides you with the flexibility to stand out while engaging your customers in your own style and approach. Forget about costly implementation fees. Access WEALTHARC anytime and anywhere from your web browser.

To access a free demo don’t hesitate
to reach out to our consultant.