Exceed Your Clients’ Expectations 

Attract a new generation of clients with WealthArc’s Digital Client Portal

How does it work?

Gone are the days when clients would request an update on their investments and wait patiently to receive a report through the mail. Today’s customer is used to having their needs met instantly via multi-channel technology.

For wealth managers who rely on outdated tools and spreadsheet technology, the only way to avoid drowning in client requests is to find a faster and smarter way to work.

With WealthArc you can give your clients 24-hour live access to an overview of all their family wealth, from art and financial investments at various custodian banks to property to P/E through a Digital Client Portal.

Your clients will appreciate being able to access their portfolio wherever they go via their mobile device in the same way that they check their bank balance.

Freed from the daily workload of client requests you can optimize your schedule to focus on strengthening your relationships with existing clients and acquiring new business.

With WealthArc
Building a Customer-Centric Business
Is Easy

Give your clients 24-hour access to their wealth and more of your time!

1
Overview of all assets

Meeting every client request is a slow, and repetitive process that takes a huge bite out of a wealth manager’s working week. It is even more complex if your HNWI or UHNWI client has portfolios at banks in multiple countries and booking centers.

Our solution automatically consolidates portfolios from various custodian banks and provides you with insightful information on historical performance, allocation, and risk.

With WealthArc you and your client have easy access to an overview of the entire family’s wealth. By logging in they can quickly check their – not only their – financial investments, but also any real estate, art or P/E.

2
Digital Client Portal

WealthArc makes it possible for you to give your clients 24-hour access to their investment portfolio through a branded web-portal, should you wish to do so.

You can send automatically-generated consolidated reports to your clients or let them log in to their own personalized and user-friendly portfolio dashboard.

Our Digital Client Portal allows to quickly and conveniently check on their financial investments – consolidated from various custodian banks and booking centres, as well as their property assets, P/E, art, etc.

3
Anytime, Anywhere & From Any Device

Your clients are used to finding the information they want via their smartphones, tablets, and wearable devices whenever they want it.

WealthArc gives you and your clients 24-hour access to their assets via a high-performance, intuitive and visually appealing platform that will satisfy even the most technologically sophisticated.

You’ll be able to offer an improved customer experience and benefit from the reduction in printing and mailing costs and a decrease in the volume of inbound calls.

4
Technology of the Future

Crypto-assets, crypto currencies, wallets, smart contracts HNWIs and the newly wealthy are enthusiastic adopters of today’s ‘always-on’ technology, which is perfectly suited to their time-poor, cash-rich lifestyles.

Some of them have already invested in crypto-currencies and bought digital assets and will mostly likely be first adopters of smart contracts. WealthArc, with innovation in its DNA, already integrates investments with crypto-currencies and with the systems that use them.

With WealthArc you will have an unique opportunity to forge deeper and more meaningful connections with your client base and to create and implement irresistible value-added services.

With the fast, user-friendly, and personalised service they receive your clients will remain loyal and will naturally recommend your services to others, boosting your acquisition of new business.

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 most trusted data-centers of Swisscom and Microsoft ensuring that all the data is stored and transmitted securely.
Flexible and Transparent Pricing
Flexible and Transparent Pricing
Only pay 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 on and wait for downloads to complete at various e-Banking portals. Whole consolidation process is done fully automatically.
35+ Automated
Custodian Interfaces
35+ 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 which 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 your 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 contact details of relationship managers within the custodian banks that 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 like 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.