Comprehensive View of Portfolios

and Client Information

Consolidate portfolios from custodian banks fully automatically

and with the highest data quality on the market

How does it work?

Successful wealth management relies on quick access to data but gathering all the information you need every day from numerous sources takes time.

Managing portfolios at multiple custodian banks is tedious and so time-consuming it can lead to new customers being turned away. Whatever the custodian bank or booking center, WealthArc brings together all the information on the market, your clients and their transactions in one platform.

Do you plan to hire a new relationship manager with client portfolios at a new custodian bank? The WealthArc Management Information System informs you exactly how much AuM or how many clients your company has with each custodian and how many assets each RM manages. Bring more transparency to your business and make informed decisions every day.

A safer and smarter way to work

Forget about manual data consolidation in spreadsheets. WealthArc offers a comprehensive, time-saving and secure automatic data consolidation solution. Save time and resources with WealthArc when you log into one application instead of multiple e-banking systems.

1
Highest Data Quality 

WealthArc frees you from all the tedious and time-consuming manual work associated with data consolidation.

Our engineers applied the latest technologies to build a system that automatically consolidates portfolio positions and transaction data from various custodian banks every morning.

Our system receives data in whatever format the bank or custodian sends it. The data is then consolidated automatically and presented to you in a single, user-friendly format for easy comparison.

2
Easy Set-Up

We know that migrating from one IT solution to another can be a drain on time and resources. That’s why we engineered WealthArc so that no installation is required.

All you need to do is provide us with the contact details of relationship managers at the custodian banks you work with and our experts will do the rest.

You’ll receive a notification when your API to integrated custodian banks is ready to use. Set-up is fast and there are no hidden costs.

3
Integrated Market Data

Our solution releases wealth managers from the daily task of collecting data from multiple sources.

Log in to WealthArc’s user-friendly platform and you’ll find not only all the portfolios from your custodian banks but also updated market data from leading providers, e.g. Refinitiv (former Thomson Reuters Financial and Risk).

What is more, WealthArc is integrated with data terminals such as Eikon for user convenience and efficiency.

4
Comprehensive Management Information System

WealthArc’s Management Information System (MIS) allows you to slide and dice your AuM, and sort your portfolios and earned fees by a multiple range of factors and filters.

Order your data by custodian bank, relationship manager, currency, strategy, region, or mandate.

Updates are completed automatically so all the data you need is synced and ready for you when you log in.

Understand AuM flow in your company and get ready to on-board new relationship managers or custodian banks.

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.