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The Smart Solution
for Professional Wealth Managers

Benefit from automatic data consolidation and compliance checks,
intuitive portfolio management and increased client satisfaction.

WealthArc Benefits

We offer a holistic solution to wealth management challenges giving your business a competitive edge.

COMPREHENSIVE

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

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COST-EFFECTIVE

WealthArc platform – by combining portfolio and client data in one place – automates daily investment or compliance tasks and speeds up preparations for calls or meetings with your clients. What to do with all the time you have gained? Now you can spend it with your clients or on growing your business.

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CUSTOMER-CENTRIC

WealthArc Client Portal makes it simple for your clients to check on their investments and access daily consolidated portfolios from various custodian banks. Attract new digitally savvy clients and differentiate from competitors. All time you gained thanks to WealthArc you can now spend on being their trusted advisor.

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COMPLIANT

WealthArc’s automated regulatory compliance means a faster and simplified process which meets all current and future standards like MIFiD II, GDPR and FIDLEG. And you can also monitor whether portfolio or instrument allocations meet your clients’ objectives.

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Why WealthArc

35+
Custodian Banks
48h
Setup Time
3
Month Pilot

The Wealth Management Solution
You’re Looking For

WealthArc is an easy to implement all-in-one portfolio management solution that automates your manual processes and speeds up your daily work. WealthArc gives you back the time you need to grow your business and attract new, digitally savvy clients.

As seen on:

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

Jean-Marc Tornare
CEO Group, Board Member - Octogone Gestion S.A.

“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

“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

“At Sloan Asset Management AG we used to store all client information on paper and didn’t have a centralized system for keeping information about client interactions or positions. With WealthArc’s CRM we have all key client data in one place and accessible for the whole team. Thanks to this solution, the service that we provide to our clients have improved and we saved plenty of time.”

Alexandre Weintraub
Chairman of the Board - Sloan Asset Management AG

“We were impressed by the speed of implementation and high data quality.

WealthArc over-delivered their promises.”

Roger Ganz
Head Asset Management - Clarus Capital Group AG

“The all-rounder solution for managing client’s wealth, tracking performance of RMs, easiness 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
Partner Development Manager - Microsoft Switzerland

What Makes WealthArc Different

Secure
Data Storage
Secure
Data Storage
WealthArc is firmly convinced that meeting security requirements is much more than just checking off boxes in a compliance list. We work only with most trusted data-centers of Swisscom and Microsoft ensuring that all the data is stored and transmitted securely.
Flexible and Transparent Pricing
Flexible and Transparent Pricing
Only pay for the modules you need with flexible pricing based on your AuM. No extra hidden costs!
Highest Data Quality
Highest Data Quality
WealthArc developed its own, proprietary custodian APIs which collect and unify portfolio data accurately and securely, removing the need to log on and wait for downloads to complete at various e-Banking portals. Whole consolidation process is done fully automatically.
35+ Automated
Custodian Interfaces
35+ Automated
Custodian Interfaces
Automatic connection to our growing network of major custodian banks and third party data providers.
User-friendly and Intuitive Interface
User-friendly and Intuitive Interface
A simple and intuitive web-based 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, Microsoft) servers, access to market data, and unlimited user accounts for your team and your clients. There are no hidden costs for opening a new connection to an integrated custodian bank.
48-hour
Service Activation
48-hour
Service Activation
All we need from your side are contact details of relationship managers within the custodian banks that you work with. WealthArc’s team takes care of the whole set-up process with these banks and notifies you when it’s ready to use.
Unlimited
User Accounts
Unlimited
User Accounts
WealthArc supports growing businesses. Add as many team members and clients as you like with no additional setup fees.
3-month Pilot with Real Portfolio Data
3-month Pilot with Real Portfolio Data
Fully test all platform features using your client portfolios from two selected custodian banks over a 3-month period. It takes just 48h to start.

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Your Questions Answered

How much does WealthArc cost?

WealthArc’s pricing depends only on the asset under management automatically consolidated by the platform. There is no set-up costs and you get access to WealthArc within 48h from receiving the first data from your custodian bank. Please contact us so we can prepare an offer tailored 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 portfolio and client 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 months pilot to test-drive WealthArc’s capabilities and verify if it delivers real value to your business.

During the trial, WealthArc automatically consolidates all of your portfolios from two custodian banks selected by you. 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 custodian banks that you work with. WealthArc’s team takes care of the whole set-up process with these banks and notifies you when the platform is ready to use. 

How are you protecting your clients’ data?

WealthArc and all the portfolio and client data is only hosted in highly secured, top-tier Microsoft and Swisscom data centers. For our Swiss customers, sensitive data is stored in Switzerland; APAC customers – in Singapore; EU customers – in Amsterdam and Dublin.