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Hagen will lead revenue growth across enterprise clients, go-to-market execution and strategic partnerships as WealthArc expands its U.S.

Whether one considers crypto assets a financial revolution, a speculative detour, or simply a highly volatile experiment in market design, one fact remains difficult to…

In wealth management, portfolio performance is not judged in reports or dashboards. It’s judged in client meetings, across the table, often in moments of uncertainty.

In wealth management, reporting has never looked better. Dashboards are cleaner. Reports are more visual. Data is more accessible than ever.

BSI-awarded certification validates the security infrastructure underpinning WealthArc's mission to deliver 1,000+ next-generation global custodian data feeds and AI…

Built on a rapidly expanding global grid targeting 1,000+ data feeds. New capability interprets complex financial documents and makes them available to wealth managers…

In the era of digital transformation, analytics has become central to modern wealth management, but better decisions don’t start with more dashboards or models. They…

WealthArc triumphs at WealthBriefing European Awards 2026 for innovation in Client Reporting. Explore our success in turning performance, benchmarking and risk into…

WealthArc is honored to be named to the 2025 WealthTech100, recognizing top innovators transforming wealth and asset management globally.

Discover how consolidated reporting improves client relationships, transparency, and strategic dialogue for wealth managers. Read more now!

Discover how automated portfolio rebalancing enhances efficiency, accuracy, and client service. Learn how it transforms wealth management operations.

Compare private equity vs. investment banking vs. venture capital. Discover the key differences in strategies, risks, and investment approaches.

Discover how wealth managers can streamline multi-custodian data consolidation with automation, enhanced analytics, and improved client service.

Discover key strategies to prevent internal cyber attacks in wealth management, from access controls to staff training, and keep your clients' data secure.

Discover why wealth management software as a service (SaaS) is much more scalable, cost-efficient, and feature-rich than custom solutions.

Learn how fintech partnerships can enhance EAM operations, improve client service, and provide a competitive edge. Read the article now!

Explore the importance of custom portfolio benchmarking for high-net-worth clients. Learn how to measure performance with accuracy and transparency.

Learn how multi-family offices can optimize operations with integrated tech platforms. Discover AI, automation, and improved client service. Read now!

Compare on-premise and cloud-based wealth management platforms. Learn how cloud solutions cut costs and enhance scalability. Read the article now!

Discover how EAMs can scale effectively with consolidated wealth management platforms, boosting efficiency and client service. Read the article now!

Learn about the risks of investing in cryptocurrency in 2025, from volatility to cybersecurity. Get insights on how to navigate these challenges.

Discover the best real estate markets to invest in for 2025. From Dallas to Nashville, explore top opportunities for growth and income. Read the article now!

Enhance your prospecting with WealthArc’s tech tools. Learn how CRM, data analysis, and digital portals boost client acquisition. Read the article now!

Enhance family office operations with direct custodian data integration. Improve accuracy, reduce costs, and streamline investment decisions. Learn more!

Simplify alternative investment reporting with AI and automation. Discover how technology can improve accuracy and streamline family office operations.

Explore the differences between family offices and hedge funds in wealth management. Learn which structure aligns with your investment goals. Read now

Discover the differences between multi-family offices and traditional wealth management. Learn which approach aligns with your family’s financial goals.

Family offices are shaping global finance, managing over $1.8 trillion in assets. Discover their impact and future in wealth management. Read the article!

Explore difference between private equity vs. public equity: key differences, pros, and cons for investors. Gain insights to make smarter choices!

Explore the key differences between asset management and private equity, focusing on investment strategies, risk profiles, liquidity, and accessibility.

Learn the importance and benefits of asset allocation in wealth management, balancing risk and reward to optimize returns and meet financial goals.

Discover the key differences between wealth management and private equity. Which approach suits your financial goals? Find out in our detailed guide!

From phishing attacks to ransomware, the finance sector faces unique cyber threats. Learn the top risks and how to keep your business safe.

WealthArc is honored to be named to the 2025 WealthTech100, recognizing top innovators transforming wealth and asset management globally.

WealthArc is honored to be named to the 2025 WealthTech100, recognizing top innovators transforming wealth and asset management globally.

Stay ahead with the latest trends and updates in FinSA compliance, ensuring regulatory adherence and enhanced financial service transparency.

See how data visualization transforms wealth management, making complex financial data clear, actionable, and client-friendly.

Unlock better decision-making with accurate wealth data insights, leveraging AI and automation to drive smarter financial strategies.

Discover why data quality matters more than quantity and how WealthArc ensures high-accuracy wealth management insights for better decision-making.

WealthArc enhances data accuracy by eliminating manual errors, automating processes, and ensuring reliable wealth management insights.

Explore the pros and cons of active vs. passive investing with insights from leading wealth management platforms to optimize your strategy.

Learn strategies to maximize ROI in wealth management technology by leveraging automation, AI insights, and seamless data integration.

Discover five key benefits of using a wealth management API, from seamless integration to real-time data access and improved operational efficiency.

Ensure data accuracy in wealth management platforms with automation, validation, and AI-driven insights to enhance client trust and decision-making.

Build client trust with transparent wealth data management through security, real-time access, and ethical practices. Enhance confidence today.

Learn strategies to consolidate tangible and intangible assets efficiently, ensuring seamless wealth management, risk reduction, and legacy planning.

Discover how centralizing wealth in a family office streamlines management, enhances investment strategies, and ensures long-term financial security.

Understand the key differences between single-family and multi-family offices, including cost, control, and service scope, to choose the right fit for your wealth.

Learn how private banking services help build a long-term investment strategy with tailored solutions, risk management, and wealth preservation insights.

Discover key private banking trends 2025 shaping wealth management. Stay ahead of innovations and client needs – read the full article now!

Curious about private equity? Discover its meaning, investment strategies, and why it's favored by wealth managers. Get all the details in our article!

How do you invest in private equity? From minimum capital to fund selection, learn the steps to start investing like a professional. Read our article!

How do geopolitical events impact your investments? Discover strategies to mitigate risks and seize opportunities in a changing global landscape.

Stay ahead with proactive wealth management. Master the art of smart financial planning and ensure a brighter tomorrow. Read our article today!

What is the Great Wealth Transfer, and why is everyone talking about it? Find out how this massive generational shift will affect your financial future.

Omnichannel wealth management - a modern approach to customer relations. Want to know more? Read on and discover innovative solutions!

What are the latest AI trends transforming wealth management? Discover how AI is enhancing data aggregation and real-time risk management!

Check out examples of how AI is being used in wealth management that show how the technology optimizes financial advice and analysis. Read on!

Discover the pros and cons of algorithmic trading, from speed and precision to regulatory challenges and high costs. Is it the right choice for your strategy?

Discover why digital wealth management is essential for staying competitive. Learn how to embrace technology and transform your wealth management firm with advanced…

Looking for the best asset management software for multi-family offices? Explore WealthArc’s powerful tools for investment tracking and reporting.

Discover the benefits of digital asset management tools to improve efficiency, reduce costs, and enhance customer satisfaction. Learn how WealthArc can help!

How does exceptional customer experience drive success in wealth management? Discover its impact on client loyalty, revenue, and business growth.

Wealth management for wealthy clients - see how to plan investments, wealth protection and financial succession. Get the details!

Investing in real estate is a proven way to build wealth. Read how to start doing it and why it's worth investing in. Get the details!

How can wealth managers effectively mitigate risks? Discover 7 actionable strategies, from diversification to AI tools, to safeguard client portfolios.

How does the simple rate of return differ from time- and capital-weighted? Check out a comparison and learn when to use them.

Simple rate of return - check the formula and learn how to calculate this financial indicator. See examples and understand how it works!

How to Calculate Time-Weighted Return? Learn methods that will help you evaluate your investments by eliminating the impact of deposits and withdrawals!

Discover what Money-Weighted Return (MWR) is, how to calculate it, and when to use this metric for evaluating investment performance and returns.

Managing family wealth can be a challenge. But not for you. Check out our tips for an effective family office and learn proven methods for success!

Greenwashing is a serious problem in the world of sustainable investment. What are its consequences and how to avoid the traps of false promises? Read!

Sustainable investing is not only about profits, but also about having a positive impact on the world. See what you can gain by choosing this strategy!

Discover factors impacting family office operating costs and strategies to reduce them through automation, outsourcing, and technology.

Discover how AI is transforming asset and wealth management by enhancing client insights, risk management, and portfolio optimization. Learn more in our article!

Discover how a portfolio management system (PMS) streamlines wealth management by centralizing data and boosting efficiency. Learn more today!

Learn how WealthArc and Polixis are automating KYC screening to boost compliance efficiency for wealth managers and family offices. Read more now!

Discover the key family office trends for 2024: risk management, private equity, cybersecurity, and more. Stay ahead with our expert insights—read now!

Discover the top wealth management trends for 2024/2025, from AI and cybersecurity to changing asset allocation strategies. Learn more in our detailed guide!

Learn the best practices for cybersecurity in wealth management to protect client data and build trust. Discover how to safeguard your firm today!

Learn how ESG principles can enhance your wealth management strategy. Discover the benefits of responsible investing today!

Effectively manage family office investments by setting clear goals, understanding risk tolerance, building a skilled team, and leveraging advanced tech tools. Learn…

Learn why data accuracy is crucial in financial reporting and how to ensure it. Explore tips to improve compliance, decision-making, and insights.

A family office is a wealth management firm serving a high-net-worth individual or family, offering tailored financial and personal services. Learn more in our guide!

Discover key features to look for in wealth management tech tools and make the right choice for your business. Read our expert guide now!

Discover the importance of Enterprise Risk Management (ERM) for family offices. Learn how to minimize risks and unify strategies. Read more now!

Explore how regulatory changes impact wealth management, from tax laws to compliance and digital resilience, shaping client strategies and operations.

Enhance client satisfaction and investment returns with personalized wealth management services. Learn how to achieve goals. Discover more now!

Learn how to start a family office, set up structures, and ensure smooth operations. Discover key steps, costs, and how WealthArc can support you.

The latest edition of the WealthTech100 was launched yesterday by FinTech Global, a specialist research firm.

WealthArc triumphs at WealthBriefing Swiss EAM Awards 2024 for innovation in Compliance Solutions. Explore our success in automating compliance and addressing…

Discover how integrating CRM with your PMS can optimize client management, streamline workflows, and significantly improve efficiency!

We are thrilled to announce that WealthArc has partnered with ZeroLink , a pioneering company in neurosymbolic KGQA technology, to develop WealthArc AI & Analytics – a…

The responsibility of ensuring data fidelity for wealth managers keeps me up at night. Our key performance indicators (KPIs) pivot around data accuracy, completeness…

Established in 2012, RJ Management oversees assets totaling 1.5 billion. The ownership of the organization rests with its founding members and their respective families.

Unlock the power of a cutting-edge Portfolio Management System with WealthArc. Ensure data purity, enhance efficiency, and foster transparency. Watch the video now!

Unlock your financial potential by mastering fee optimization strategies. Learn how to maximize savings and boost profits. Start optimizing today!

In the ever-evolving landscape of finance, the field of wealth management continues to adapt and innovate to meet the changing needs of clients.

Master FIDLEG compliance with strategies to meet FINMA expectations. Discover key insights to ensure regulatory success. Get compliant now!

report on time saving power of automated reconciliation at WealthArc

Looking to choose the right wealth management tool? Learn key factors to consider for effective investment management. Check out and read more!

Uncover the hidden costs of on-premise tools and compare them with cloud-based wealth management solutions. Make the smarter choice for your business today!

Learn how to choose the best portfolio management system for your EAM firm. Discover the key features that ensure a perfect fit for your company's needs!

AI is revolutionizing wealth management by enhancing data-driven decisions and reducing human biases, but the need for human oversight remains crucial. Explore AI's…

Discover why cloud portfolio management software is the future of wealth management. Improve efficiency, security, and client service – read more now!

Discover 3 key ways to calculate ROI: SRR, MWR, and TWR. Learn how each method works and which one best fits your investment strategy.

Wealth Talks: custody fees unraveled webinar

webinar wealthtalks: custody fees unraveled

Winvest case study with wealtharc platform

WealthArc and GreenLock start cooperation

wealth management by wealtharc platform, interview with Etienne de Bejarry

Wealth managers can outperform luck by leveraging quality data: standardized, consistent, and timely. Discover WealthArc’s data-driven platform today!

We will present investment insights from the WealthArc platform (>15bn assets) and reveal how Swiss independent asset managers have adapted their investment strategies…

The recent changes to Switzerland’s financial services landscape aimed at increasing investor protection and bringing Swiss regulation in line with the EU's financial…

Implementing WealthArc has clearly saved us a lot of time and money. To give you an example: before the invoicing and reporting had been outsourced and took a full three…

We are proud to announce that we once again have been listed in the WealthTech100 for 2022, the prestigious ranking that recognizes the world’s most innovative…

In the first episode of Wealth Talks by WealthArc we will be covering how wealth managers can digitalize compliance workflows. From the onboarding, to the investment…

WealthArc provides the highest data quality and is very user-friendly. Thanks to that I no longer waste 30 minutes every day making sure that the clients’ data I have is…

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Discover how WealthArc’s platform model integrates with Refinitiv Data to streamline portfolio management, delivering real-time insights with ease. Explore more!

Discover how digital securitization platforms make alternative investments accessible and manageable. Learn more in our article!

We are proud to announce that we have joined OpenWealth : a Swiss association connecting fintechs, banks and other financial institutions across the country to develop…

As the proud sponsor of Citywire ‘s award recognizing the top 50 IAMs across Switzerland ( details here ), we would like to give you an insight into the daily work of…

As the proud sponsor of Citywire ‘s award recognizing the top 50 IAMs across Switzerland ( details here ), we would like to give you an insight into the daily work of…

As the proud sponsor of Citywire ‘s award recognizing the top 50 IAMs across Switzerland ( details here ), we would like to give you an insight into the daily work of…

Zurich, 1st February: WealthArc , a Swiss FinTech platform organizing investment information for wealth managers and their HNW clients, has secured over $4 Million in…

We are happy to announce that we have welcomed 2 new faces in our managerial team . André Steiner and Jakub Dzięcielski will build strategies for operations, product…

We are proud to announce that we have been selected to compete in the finals of Swiss FinTech Awards 2021 : a prestigious contest aimed at promoting Swiss fintech…

As the proud sponsor of the award recognizing the top 50 IAMs across Switzerland ( details here ), we would like to give you an insight into the daily work of the…

As a proud sponsor of Citywire ‘s award recognizing the top 50 IAMs across Switzerland ( details here ), we would like to give you an insight into the daily work of the…

As 2020 is slowly coming to an end, it’s a perfect time to look back and summarize what we achieved this year. Despite the challenging COVID-19 situation, it’s been an…

We’re getting close to the end of 2020. COVID-19 made it extraordinary, and many companies struggled to achieve the planned goals. Especially those from traditional…

External wealth managers, especially those working for multiple clients, process huge amounts of data each day.

It’s been already a year since the COVID-19 pandemic started in Wuhan. After the initial shock caused by lockdowns and social distancing, the wealth management industry…

We are proud to announce that this year, we are supporting the Top 50 Independent Asset Managers contest organized by CityWire .

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Several months ago, we were sure that the epidemic would calm down after summer. The reality has surprised us again: the situation varies from one region to another, but…

WealthArc , a Swiss provider of an all-in-one automated Portfolio Management System for wealth managers, has announced the opening of its new office in Geneva…

Swisspath is an independent multi-family office serving clients worldwide

Thanks to the development of electronic signatures, e-documents can now be treated as a full replacement for the paper copies of any banking documents that you used to…

Looking to streamline portfolio management? Discover WealthArc automated model portfolio rebalancing in three simple steps—enhance accuracy!

Summer is in a full swing and so is our Development Team. Despite the holiday season we continue to provide our Clients with the product updates they need and ask for.

The wealth management clients always expect the highest level of service – also when it comes to timely delivery of an invoice, and a transparent fee calculation.

In June we are happy to announce not only the upcoming summer, but also useful upgrades for our Clients in the areas of Invoicing, Trading, Instruments, and e-Documents.

Month-in, month-out WealthArc is delivering new features and modules of our system. We do that with the goal of our users’ empowerment in minds.

Secure access rights are crucial to cyber-security of each wealth management business.

At WealthArc we have a privilege to work with leading Wealth Management companies, which are not afraid to make bold decision in order to grow their business and satisfy…

We invite some of the leading wealth managers in Switzerland to take part in WealthTalks, a series of discussions held at conferences, seminars and – most recently – a…

In April our Product Team delivered further improvements in the areas of e-documents, portfolio management, compliance and trading. We’ve also opened new APIs to the…

Zurich, 8th April 2020, WealthArc, a Swiss FinTech company, has announced integration with Leonteq, a leading Marketplace for Structured Investment Products in…

2019 saw GAFA companies continue their attempts to break into the world of financial services, and, intriguingly for us, some of those attempts appeared to border the…

Working fully remotely throughout March, we keep our promise and continuously deliver system improvements and new features to our Users.

Easily transition to remote work with WealthArc’s secure, web-based portfolio management tools. Set up in 48 hours! Learn more in our article.

Each month, we are working hard to deliver an even better experience to our users and provide the best possible solution covering their needs.

2019 was a truly great year for us and our Clients! We took the WealthArc platform to the next level by developing a lot of new features and extending existing modules.…

It’s this time of the year again. Holiday season is getting closer and closer but that doesn’t mean we are planning to slow down.

Take a look at the latest developments at WealthArc and see what we have managed to deliver during the last month!

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September was a busy month but it is always good to look back and see the progress that we have made! Have a look at the latest developments at WealthArc and see what we…

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On 17th and 18th of September 2019 together with our partner Refinitiv, we organized two special events in Zurich and Geneva to discuss the challenges of Compliance…

Have a look at the summary of new features released in WealthArc in August 2019 . Don’t hesitate to contact us with any questions.

Discover the right Portfolio Management Solution to streamline operations, enhance client service, and boost efficiency. Learn more in our expert guide!

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We are really exited to share a couple of new features we have been working on recently and give you a sneak peak into our product roadmap for the upcoming weeks!

Three experienced professionals recently joined WealthArc team to lead Marketing, Customer Success and Project Management efforts. Welcome onboard!

Cyber security in Wealth Management industry is definitely a topic that nobody can afford to ignore. Hacks and data breaches regularly affect companies of all sizes. So…

June 19th, WealthArc took part in the finals of the fourth edition of Luxembourg’s most prestigious Fintech contest aiming to foster financial innovation in the region.

Swiss Wealth 2019: Inside the Citywire’s Top 50 Awards Ceremony Top 50 Swiss Independent Asset Managers took the stage to accept their awards at Citywire Swiss Wealth in…

Zurich, 28th May, Chris Gogol, founder and CEO of WealthArc gave a presentation on digital transformation in private banking at the Finance 2.0 conference.

With financial technology (FinTech) now able to handle previously time-consuming manual processes like data consolidation or reporting, wealth management has entered a…

A technology-driven trend in wealth management is rapidly transforming an industry that usually is more known for conservatism, risk aversion and need of stability.

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Discover how wealth management automation can streamline tasks like reporting and client management. Boost efficiency with automated solutions.

FinTech hires ex-BlackRock professional Nouredine Embarek has joined the team as new Business Development Manager and will be working out of the company headquarters…

Zurich, 1st April, Team of WealthArc professionals won the main prize at the F10 FinTech Hackathon in Zurich , after writing code non-stop from Friday evening to Sunday…

We are starting the new year with significant product improvements and new custodian banks APIs!

With the beginning of the new year and a new decade, we decided to make a bold step towards integrating the Swiss Wealth Management community.

Digital technology and online services are an everyday part of life for HNWIs across all markets and age groups.