FAQ

Do I need extensive IT infrastructure to use WealthArc in my company?

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.

Can I define my own asset-tree and adjust it myself?

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.

Can I change the details of particular securities?

You can change it in the back-office section. If there is a missing value, we can add it for you.

How are you protecting your clients’ data?

All the sensitive data is stored in Switzerland in highly secured, top-tier Swisscom data centres.

How much does WealthArc cost?

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.

Do you offer a trial period before signing a long-term contract?

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.

How much of my time is required for the setup of WealthArc in my company?

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.

What does the set-up look like?

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.

How much does it cost to update to the latest version of WealthArc?

It’s free! All clients receive free updates to the latest version of the platform.

Do I need to sign a 1-year contract to test WealthArc?

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.

Where is your team based?

WealthArc Team is based in Zurich, Switzerland a well as in Warsaw, Poland.

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