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 to give your business a competitive edge.

COMPREHENSIVE

Fully automated data consolidation means that every client portfolio you manage is automatically gathered from each custodian bank and entered into a single 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 and compliance tasks and speeds up preparations for calls and 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. You can spend the time you gained thanks to WealthArc on being their trusted advisor.

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COMPLIANT

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

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Why WealthArc

70+
Automated Custodian Interfaces
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 an 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

“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
President - Amgest SA

“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, 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
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 the most trusted data centres of Swisscom and Microsoft ensuring that all the data is stored and transmitted securely.
Flexible and Transparent Pricing
Flexible and Transparent Pricing
Pay only 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 in and wait for downloads to complete at various e-Banking portals. The whole consolidation process is done fully automatically.
70+ Automated
Custodian Interfaces
70+ 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 that 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 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 the contact details of the relationship managers from the custodian banks 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 want 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 assets under management automatically consolidated by the platform. There is no setup cost, and you get access to WealthArc within 48h from receiving the first data from your custodian bank. Please contact us so that we can prepare an offer tailored to your needs.

Do I need 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. It means that you can access your portfolio and client data anytime and anywhere without the burden and running costs of developing and maintaining IT infrastructure in-house. 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 a 3-month pilot to test-drive WealthArc’s capabilities and verify if it delivers real value to your business.

During the trial, WealthArc automatically consolidates all your portfolios from two custodian banks of your choice. After this 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 the contact details of the relationship managers within the custodian banks 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 do you protect your clients’ data?

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