The Smart Solution
for Professional Wealth Managers

Our intuitive technology gives you the competitive edge on
data consolidation, customer satisfaction, regulatory compliance and cost reduction.

Why WealthArc

35+
Custodian Banks
48h
Setup Time
3
Month Pilot

The Professional Wealth Management Solution You’re Looking For

WealthArc is an easy to implement all-in-one portfolio management solution which uses automated technology to speed up your daily workflow. We hand you back the time you need to grow your business and gain the edge over your competitors.

As seen on:

Our Solution Combines 4 Key Elements

WealthArc offers a holistic solution to your wealth management challenges giving you a competitive edge over your competitors.

COMPREHENSIVE

Fully automated data consolidation means every scrap of data you need is automatically gathered together from each custodian and entered into one user-friendly platform where it’s ready to view daily at 6am. You can trust your data!

COST-EFFECTIVE

We use our smart technology to automate daily tasks, reduce time spent on administration, and speed up workflows. What to do with all the time you gained? Now you can spend it with your clients or growing your business.

CUSTOMER-CENTRIC

We maintain a Digital Investor Portal which makes it simple for your clients to check on their investments and attract new digital-savvy clients. All time you gained thanks to WealthArc you can now spend on being their trusted advisor.

COMPLIANT

Our automated regulatory compliance means a faster and simplified assessment process which meets all current standards like MIFID II and PSD II. And you can also monitor whether actions meet your team’s internal rules.

WealthArc Benefits – What Makes Us Different

Secure
data storage
Secure
data storage
Swisscom servers and the latest cyber-security measures ensure sensitive data is stored and transmitted securely
Flexible and transparent pricing
Flexible and transparent pricing
Only pay for the modules you need with flexible pricing which reflects your AuM count. No extra hidden costs!
Highest quality
data
Highest quality
data
Fully customized APIs collect and consolidate data accurately and securely, removing the need to log on and wait for downloads to complete. Whole process is done fully automatically.
35+ Automated
custodian interfaces
35+ Automated
custodian interfaces
Automatic connection to our growing network of popular custodian banks and data providers plus an optional bespoke service to meet your unique needs.
Responsive and intuitive interface
Responsive and intuitive interface
A simple and intuitive platform which works quickly and looks great.
No installation
costs
No installation
costs
When we say all-inclusive, we mean it. One price includes setup, use and maintenance of secure (Swisscom) servers, access to market data, and unlimited user accounts for your team and your clients.
48-hour
service activation
48-hour
service activation
Connect with our existing network of WealthArc custodians in 48 hours without the need to install or download any software.
Unlimited
user access
Unlimited
user access
WealthArc supports growing businesses. Add as many team members and clients as you like with no additional setup fees
3-month pilot with real client data
3-month pilot with real client data
Fully test all platform features using your own real data over a 3-month period. Setup is free and takes just 48h

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Your Questions Answered

How much does WealthArc cost?

WealthArc’s pricing depends on the asset under management supported by the platform and modules that you would like to use. Please contact us so we can prepare a custom offer fitted to your needs.

Do I need an extensive IT infrastructure to use WealthArc in my company?

No. The only things that you need are:

  • Internet connection
  • PC or Mac with an Internet browser.

 

Our solution is fully web-based. That means you can access your data anytime and anywhere without a burden and running-costs of developing and maintaining an IT infrastructure in-house. All you need is your computer and an Internet connection. WealthArc supports Windows and Mac OS systems and all leading browsers.

Do you offer a trial period before signing a long-term contract?

Yes! We offer 3-6 months pilot to test-drive WealthArc’s capabilities and verify if it delivers real value to your business. After that period, you can decide if you want to keep using our platform.

How much of my time is required for the setup of WealthArc in my company?

None. Or very close to none. All we need from your side are contact details of relationship managers within the banks that you work with. WealthArc’s team takes care of the whole set-up process and notifies you when it’s ready to use.

How are you protecting your clients’ data?

All the sensitive data is stored in Switzerland in highly secured, top-tier Swisscom data centers.