No. The only things that you need are Internet connection and PC or Mac with an Internet browser.
Our solution is fully web-based. That means you can access your data anytime and anywhere without a burden and running-costs of developing and maintaining an IT infrastructure in-house. All you need is your computer and an Internet connection. WealthArc supports Windows and Mac OS systems and all leading browsers.
You can tell us how 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 in 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 centers.
WealthArc’s pricing depends on the asset under management supported by the platform and 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 that period of time 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 contact details of relationship managers within the banks that you work with. WealthArc’s team takes care of the whole set-up process and notifies you when it’s ready to use.
All we need from your side are contact details of relationship managers within the banks that you work with. WealthArc’s team takes care of the whole set-up process and notifies you when it’s ready to use.
It’s free! All of WealthArc’s clients receive free updates to the latest version of the platform.
No. We want all of our clients to be happy with the service that they receive. That’s why we decided to offer 3-6 months pilots to test-drive WealthArc’s capabilities and verify if it delivers real value to your business. After that period of 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.