No. The only things you need are Internet connection and PC or Mac with an Internet browser.
Our solution is fully web-based. It means that you can access your data anytime and anywhere without a burden and running-costs of developing and maintaining IT infrastructure in-house. All you need is your computer and Internet connection. WealthArc supports Windows and macOS systems and all leading browsers.
You can tell us what the asset-tree should look like in the beginning and we will set it up for you. Once the product is running, you can’t change it yourselves, but we can do it for you within 48h.
You can change it in the back-office section. If there is a missing value, we can add it for you.
All the sensitive data is stored in Switzerland in highly secured, top-tier Swisscom data centres.
WealthArc’s pricing depends on the assets under management supported by the platform and the modules that you would like to use. Please contact us for a detailed offer.
Yes! We offer 3-6 months pilot to test-drive WealthArc’s capabilities and verify if it delivers real value to your business. After this period, you can decide if you want to keep using our platform.
None. Or at least very close to none. All we need from your side are the contact details of the relationship managers within the banks that you work with. WealthArc’s team takes care of the entire set-up process and notifies you when it’s ready to use.
All we need from your side are the contact details of the relationship managers within the banks you work with. WealthArc’s team takes care of the whole set-up process and notifies you when the platform is ready to use.
It’s free! All clients receive free updates to the latest version of the platform.
No. We want all of our clients to be happy with the service they receive. That’s why we decided to offer 3-6 month pilots to test-drive WealthArc’s capabilities and verify if it delivers real value to your business. After this time, you can decide if you want to keep using our platform.
WealthArc Team is based in Zurich, Switzerland a well as in Warsaw, Poland.