We offer a holistic solution to wealth management challenges giving your business a competitive edge.
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!
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.
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.
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.
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.
“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.“
“WealthArc runs its SaaS platform for wealth management on Microsoft Azure, which meets the highest security standards required in the financial industry. “
“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.”
“WealthArc is a user-friendly and intuitive solution with all client and portfolios information at your fingertip. It allows us to swiftly compare client investments with model portfolios and instantly rebalance across all custodian banks.”
“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.”
“We were impressed by the speed of implementation and high data quality.
WealthArc over-delivered their promises.”
“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.”
“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.”
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.
No. The only things that you need are:
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.
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.
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.
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.