FAQ

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

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.

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

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.

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 centers.

How much does WealthArc cost?

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.

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 that period of time 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 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.

How does the set-up look like?

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.

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

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

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

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.

Where is your team based?

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

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