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.
WealthArc offers a holistic solution to your wealth management challenges giving you a competitive edge over your competitors.
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!
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.
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.
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’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.
No. The only things that you need are:
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.
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.
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.
All the sensitive data is stored in Switzerland in highly secured, top-tier Swisscom data centers.