Geneva, 1st October, WealthArc, the leading Swiss wealth management technology company, announced that its solution was selected by RJ Management, a Geneva-based independent asset manager with 2bn assets under management (AuM). WealthArc will allow RJ Management to benefit from the latest digital technologies to power wealth management processes and attract new generation of clients and RMs.

 

Seeing is believing

Before the full implementation, RJ Management tested WealthArc in a pilot phase. First, asset manager chooses custodian banks, to which WealthArc connects. Second, the WealthArc Team takes care of all set up. Last, RJ Management received access to all platform capabilities with client portfolios from selected custodian banks.

“Wealth Managers need modern and agile FinTech solutions like WealthArc to help them meet the challenges of today’s world ” – says Eric Roditi, Member of the Management, RJ Management

All-in-one solution

RJ Management will be using WealthArc Software as a Service (SaaS) to automate and streamline all wealth management processes:

  • consolidating portfolios from a number of custodian banks,
  • billing automation and integration with accounting system,
  • portfolio analysis,
  • compliance monitoring,
  • management reporting.

“We are proud to see that WealthArc solution can meet most demanding expectations of both small and large multi-family offices” – says Silvan Fornaro, Head of Sales of WealthArc

Data security

As a part of the selection process RJ Management run IT due diligence on the FinTech company. Data security, software release management as well as internal policies were carefully audited.

“I did not see any other financial company in Switzerland developing on such state-of-art cloud technologies like WealthArc” – says Steven Meyer, Co-founder and CEO of ZENDATA, who run the IT security check.

WealthArc offers 2 step authentications with every user entering sms code before logging into the platform. Access to solution can be further restricted only to the offices of a wealth management firm.

About RJ Management

At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way to ensure absolute customer satisfaction and loyalty.

Our proximity to the financial markets allows us to advise each and every one of our clients using a fully customised and professional approach.

From our earliest days and after having overcome some of the world’s worst financial crisis, we have handled our activities in an agile and pragmatic way, so as to ensure both wealth preservation and growth along those cycles.

Our experience and ability to constantly question ourselves, allow us to anticipate future trends and challenges.

 

About WealthArc

WealthArc is an easy to implement all-in-one portfolio management solution that automates manual processes and speeds up daily work of professional wealth managers. The FinTech platform automatically consolidates portfolios from custodian banks and gives relationship managers back the time needed to grow the business and attract new, HNW clients.

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