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Manage wealth data in more efficient way

Leverage the speed and accuracy of automated workflows and data consolidation in daily activities with WealthArc

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Wealth Data Management Platform

125
Custodian connections
+
15
Swiss Francs in AuM
+bn
1000
Number of end users
+

Who is WealthArc for?

"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."
Jean-Marc Tornare
CEO - Octogone Gestion S.A.
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.
Stefan Rammelmeyer
CEO, Winvest Asst Management AG
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.
Silvia Marques
COO at RJ Management
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.
Silvio Sestito
CEO, Phoenix Finance SA
“We were impressed by the speed of implementation and high data quality. WealthArc over-delivered their promises.”
Roger Ganz
Clarus Capital Group AG
“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.”
Oleg Tsyura
CEO - Linvo AG
“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."
Olaf Feldkamp
Microsoft Switzerland
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.
Olcay Bahar Akbay
Spring Investment Services AG
“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.”
Nicolas Droz
Partner - Swisspath capital
“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.”
Massimo Vecchio
Amgest SA
“WealthArc runs its SaaS platform for wealth management on Microsoft Azure, which meets the highest security standards required in the financial industry.
Dr. Marianne Janik
CEO - Microsoft Switzerland

Reasons our clients value us

Simple, transparent pricing

Know what you are paying for. Besides from a base fee, only pay for extra portfolios.

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Intuitive interface

The WealthArc platform was built by wealth managers, for wealth managers. Get to work using a simple and intuitive interface.

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Highest data quality

WealthArc’s proprietary custodian APIs collect and unify portfolio data accurately and securely. Benefit from daily automatic data consolidation.

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Secure data storage

WealthArc works with the most trusted data centres of Swisscom and Microsoft, ensuring all data is stored and transmitted securely.

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You are in
good company

We’re built on relationships

Associations

We’re proud to represent our clients within some of the leading finance associations.

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Technology partners

Through our platform, our clients harness the strength and security of leading technology providers.

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Empowering the Next Generation of Wealth Management 

WealthArc is a wealth management hub empowered by new generation technologies. Powered by Wealth Data Box, we equip Wealth Managers with the highest quality of data displayed in a cloud-based user friendly Wealth platform to manage wealth and reduce operational costs.



Our wealth management hub offers a plethora of benefits for your family office, bank, or your business as an independent wealth manager. You will achieve:

  • Higher productivity—due to effective management and automation.
  • Improved security—due to the use of modern REST API.
  • Seamless data integration—due to automatic data downloads.
  • Highest data quality—Our solution is powered by Wealth Data Box. Learn more .

Who Is Our Wealth Management Platform For?

We aim to help those operating in the wealth management sector of financial services, no matter where they work. As such, our platform is equipped with all the critical functionalities for:

Whether you choose WealthArc as your family office platform provider or as a tool to enhance the operations of the whole wealth management branch in your bank, you’ll have the best IT solution available!

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Discover WealthArc’s Power

Our platform is designed to both perform the most fundamental operations in wealth management and to offer more complex, cutting-edge solutions that you can coin into a competitive advantage. It’s a true end-to-end hub.

Manage Portfolios

Portfolio management in our platform gives you a complete overview of the consolidated client portfolio. This module includes features such as performance calculation, portfolio benchmarking, and risk concentration.

Manage Orders

This module offers you multiple functionalities, from trade proposals to rebalancing, FIX trading, and pre-trade checks.

Manage Client Data

Clients are the heart of your business. Therefore, our wealth management hub includes a client management module in which you can store your notes, document management, and even extract client insights. All of this is done with the finest security measures in place, to protect your customer data.

Analyze Portfolios

Finally, our wealth management platform comes with robust portfolio analytics features, enabling you to simulate different scenarios, evaluate risk more accurately, and make the best decisions based on data-driven insights.

WealthArc—Your Trusted Wealth Management Partner

At WealthArc we put a lot of our attention on security and compliance. Our priority is not only to provide you with the ultimate, end-to-end wealth management platform but also to ensure that your clients’ data is safe and secure. Our solutions are fully compliant with the current regulations—we know that trust is the basis of good customer relationships in finance, so we provide solutions that you and your clients can rely on.