An independent wealth management and family office firm in Ticino, managing more than 250 portfolios with a lean team.
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Eleutheria Wealth is an independent wealth management and family office firm based in Ticino (Switzerland), with offices in Lugano and Chiasso. Founded in late 2020, the firm brings together experienced financial professionals with long-standing expertise in private client wealth management.
Eleutheria works mainly with clients across Switzerland and Italy, combining a disciplined investment approach with a strong emphasis on personal relationships, precision, and trust.
For Eleutheria Wealth, technology is not a side part of the business. It sits at the centre of how the firm operates day to day. The team manages more than 250 portfolios in a highly regulated environment, where client information, portfolio data, AML monitoring, reconciliation, and audit preparation all need to be handled efficiently and accurately. As a lean team, Eleutheria needed a portfolio management system that could support this level of complexity without making daily work more difficult.
Eleutheria Wealth needed a PMS that could help the team work quickly, clearly, and confidently. The key priorities were:
Managing more than 250 portfolios in a heavily regulated environment would be extremely difficult without the right technology in place. Without WealthArc, Eleutheria says it would “have to hire two more people at least” to achieve the same level of output.
Increasingly complex regulations, anti-money-laundering requirements, and audits create a significant data and documentation burden. For a lean wealth management firm, having fast access to accurate, complete, and auditable information is critical.
With previous portfolio management systems, reconciliation created many issues and was very time-consuming.
Eleutheria operates with a very busy business support staff, who must oversee hundreds of client portfolios while also handling growing regulatory and reporting demands. Digging through clunky systems or manual files to find information is not an option. The team needs to access accurate portfolio and client data quickly, clearly, and efficiently.
Eleutheria relies on WealthArc's AML functionalities, compliance, and audit readiness every day to keep pace with increasingly complex regulations and to monitor AML requirements on an ongoing basis.
WealthArc helps Eleutheria assemble all the data they need to answer the questions they receive from external auditors and support formal audit processes.
Because compliance is one of the most important functions in a firm like Eleutheria, WealthArc is becoming the central system of record. In future, they also plan to give their external compliance provider direct access to the PMS so they can review key data and controls within WealthArc itself, strengthening both day-to-day compliance and formal audit processes.
“Without WealthArc supporting the audit, it would be extremely difficult. The system helps us gather the data auditors need and gives us the structure required to manage compliance properly.”Andrea Fava
The team stores all customer details in one place in WealthArc and adds frequent notes through the built-in notes functionality, which can capture meetings, context, and client-specific information as part of their day-to-day workflow. This gives relationship managers a clear, shared view of each client, improving service quality, internal coordination, and continuity across the firm. Because this information is easy to access from the portfolio and dashboard views, the team can quickly review portfolio summaries and notes to understand the client's situation and make client reporting easier, while keeping everyone aligned on the same up-to-date record.
“WealthArc is an extraordinary product from an operational quality perspective. It is efficient, fast, and very user-friendly. The web interface is intuitive, and we can access the information we need quickly.”Andrea Fava
For portfolio management, Eleutheria gets the most value from WealthArc's portfolio and dashboard module. The system is fast, intuitive, and easy to navigate. When the team click on “Portfolios”, they immediately see a full list of portfolios with rich associated information. From there, they can open a portfolio dashboard with multiple actions and views just one click away, making it “very easy and quick” to access whatever information is needed.
This design gives them clarity, transparency, and operational efficiency. By looking at the portfolio summary and notes, they can quickly understand the portfolio and simplify client monitoring and reporting workflows. WealthArc's execution speed and data structure help a very busy portfolio manager work efficiently. Compared to previous systems, WealthArc has significantly reduced reconciliation issues, removing a major time-consuming pain point in daily operations.
“One of the main issues asset managers face with portfolio management systems is reconciliation, which can be extremely time-consuming. With WealthArc, we have very few reconciliation issues, and that makes a real difference in daily operations.”Andrea Fava
WealthArc provides Eleutheria with a package of practical, efficient, and reliable operating functionalities - AML monitoring, CRM, portfolio views, and reliable data - all of which enable Eleutheria to run a lean but highly regulated business, manage more than 250 portfolios, serve clients effectively, and stay audit-ready at all times.
“Without a PMS like WealthArc, it would be extremely difficult to work in this field with our structure and our clients. You would need many more people to achieve the same results. WealthArc simplifies daily work in so many ways.”Andrea Fava
“It's very fast - you can quickly gather the information you need without difficulty.”
“WealthArc has a great quality-price ratio. I've worked in the software industry for many years, so I understand the development process and costs, and I consider their pricing to be very well justified.”
“The web interface is very intuitive. Whereas other competitors we've explored can be difficult to navigate.”
“WealthArc's technical support is very responsive - whenever we have an issue, they are present and actively trying to find a solution.”
For Eleutheria Wealth, WealthArc is more than a portfolio management system. It is part of the operational foundation that allows the firm to work efficiently, support clients properly, and meet the demands of a regulated industry.
As expectations around reporting, compliance, and client service continue to increase, having reliable technology behind the business will remain essential.
“It's almost impossible to work in this field today without a PMS. For a firm with our structure and our clients, a product like WealthArc is essential.”Andrea Fava
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