An independent Swiss wealth manager overseeing more than CHF 400 million across 12 custodian banks - working with WealthArc since 2018.
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WINVEST ASSET MANAGEMENT is an independent wealth manager based in Switzerland overseeing more than CHF 400 million in assets across 12 custodian banks. Since working with WealthArc in 2018, WINVEST has streamlined its operations, strengthened data reliability, and enhanced compliance efficiency.
Before implementing WealthArc, WINVEST's on-premise portfolio management system was holding the firm back. Daily reconciliations took up to an hour, performance checks were manual, and data lived in silos across multiple custodians, besides heavy maintenance burdens.
WINVEST needed a cloud-based platform that could unify data, reduce friction, and deliver reliable, timely insights.
To replace manual processes and legacy systems with automation and establish a single, trusted source of data that could scale effortlessly with the firm's growth while meeting regulatory standards and supporting future innovation.
WINVEST's vision was simple: a modern digital infrastructure capable of powering efficient portfolio management, regulatory precision, and client confidence.
WealthArc implemented a unified cloud-native platform connecting all 12 custodian banks through automated reconciliation and data-quality workflows. What began as a simple integration has evolved into WINVEST's operational backbone, used daily across investment, trading, and compliance teams.
“WealthArc gives us the confidence that our data is reliable, our workflows are efficient, and our compliance is rock solid.”Stefan RammelmeyerCEO of WINVEST Asset Management
All investment management and analysis handled directly in WealthArc.
Customised pre- and post-trade checks integrated into workflows.
Transparent, quarterly fee calculations with reliable audit trails.
Expanding use of WealthArc's CRM to support new fund launches, product distribution, and fund oversight.
MIS dashboards and maturity tracking enable proactive performance monitoring.
With automation and structured data, WINVEST has achieved measurable efficiency and operational clarity:
Data consolidation no longer eats into the morning; portfolio management processes reduced from 4 hours to 30 minutes.
Clients can view consolidated holdings across banks, strengthening trust and engagement.
Consistent, high-quality data across all custodians.
Most processes are now digital, improving accuracy and compliance.
Through automation, transparency, and collaboration, WealthArc has helped WINVEST transform its operations from manual processes to an efficient, data-driven wealth management environment. With continued product innovation and a strong partnership, WINVEST is well-positioned to serve its clients more effectively and stay ahead in a rapidly evolving industry.
In particular, Stefan highlights WealthArc's collaborative approach as a key factor for their long-term partnership.
“WealthArc has always been open to listening to our needs. The personal engagement of their experts makes a real difference.”Stefan Rammelmeyer
WealthArc has become more than software. It is the trusted engine powering WINVEST's growth, efficiency, and client confidence.
Beyond operational efficiency, WealthArc also supports WINVEST's FINMA compliance reporting, concentration-risk documentation, and ongoing regulatory submissions, giving the firm a data foundation built for both performance and governance.
“Scalability and efficiency were decisive for us. WealthArc allows us to grow without adding administrative complexity, and its simple pricing model makes planning easier.”Stefan Rammelmeyer
As the wealth management industry continues to evolve, WINVEST and WealthArc share a common vision: harnessing automation and intelligent data to redefine how portfolio, compliance, and client management come together.
The next phase of collaboration is focused on deeper automation in regulatory workflows, smarter analytics, and seamless integration across the investment lifecycle. By connecting operational, compliance, and client data in one ecosystem, WINVEST aims to further reduce manual touchpoints, anticipate regulatory needs, and strengthen its ability to scale without added complexity.
For WINVEST, this is not just about technology, it is about future-proofing the business. Reliable, AI-ready data and automated governance will shape how independent wealth managers compete and grow in a more transparent, data-driven industry.
“We are excited about WealthArc's roadmap and their willingness to evolve their services with their clients' needs in mind.”Stefan Rammelmeyer
170+ integrations enabling seamless consolidation across Swiss and international banks.
Automated reconciliation ensuring accuracy, transparency, and audit-ready data.
Enables growth without additional administrative burden.
WealthArc builds financial data infrastructure that turns fragmented investment data into trusted intelligence, ready for people, applications, and AI.
Every custodian sends data in its own shape. We connect them, reconcile what arrives, and resolve it into one structured record of a portfolio that firms can run their operations on.
That record is what the firms on this page work from every day, and what their applications and AI systems read from next.
Tell us which custodians you work with and we will show you exactly what your data would look like.