Case study: How Winvest is using WealthArc and benefits in everyday work

Why did you decide to use a PMS like ours? What prompted that decision?

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Our IT strategy is based on "cloud first". Therefore, WealthArc's approach fits perfectly with our IT strategy and our actions. In addition, the simplicity and the clear focus on data consolidation convinced us. What made the decision even easier was the agile way of working. It ensures the ongoing development and improvement of the system at regular intervals. The simple and transparent pricing as well as the planned further integration of the Refinitiv Eikon information system was another plus point for us.

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What are the main benefits of using WealthArc?

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The availability of all client and portfolio data in one place has made our internal processes more efficient. Due to our growth, we are currently confronted with almost 10 different custodian banks. Accordingly, the data consolidation of all custodian banks in WealthArc is of central importance to us. This enables our investment and portfolio management to work efficiently and implement decisions quickly, easily and with a low error rate. Thanks to the uniform master data regarding the instruments used, all clients are treated equally in terms of strategy respectively Asset classification. Finally, WealthArc brings efficiency and corresponding time gains to the company and the processes itself.

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How does WealthArc consolidation help you in your everyday job. Which features are the most crucial for you?

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In our setup, the monitoring of investment guidelines as well as pre- and post-trade checks are the most important functions besides CRM-Functionalities. The simple calculation and invoicing of management fees accelerate and simplify repetitive tasks. In addition, it is very easy for our compliance to check AML transactions and post-trade monitoring.

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What do you think about our Customer Success team?

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The Customer Success Team does an excellent job. The substitutions work flawlessly. The team always responds very quickly to emails from us, regardless of whether there is a problem, or we are "just" providing input or a suggestion for improvement. You never have to worry that a message will end up in "nirvana".

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What do you think about data quality provided by WealthArc?

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The data quality of the transactions and positions delivered via the API is, in our opinion, good and, above all, stable. However, if a transaction is not processed correctly, the data is corrected by the data team at WealthArc and it is ensured that future transactions are processed correctly. The master data of the instruments used can be individually edited and adapted for our own needs via our own “securities centre”. This gives us a lot of flexibility over the data - but it also needs to be maintained.

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Stefan Rammelmeyer (born 1983), Master of Science in Banking & Finance from the Lucerne University of Applied Sciences and Arts/FHZ, has been a member of the Executive Board since September 2018 and Chief Executive Officer since January 2022. Stefan brings more than 20 years of financial market experience in the area of capital markets (investment banking + financial products) and in serving private clients. Most recently, Stefan was an Associate Director in Investment Banking at Bank Vontobel in Zurich.

WINVEST ASSET MANAGEMENT AG ("WINVEST") in Cham is a manager of collective assets of pension funds authorized by the Swiss Financial Market Supervisory Authority FINMA. It was founded in 2002 as a "family office" and employs six people as of mid-2022.

At WINVEST, we shape the future with our own hands. We create opportunities and pursue them with determination. This is how we bring our clients closer to their investment goals. As a regionally anchored Swiss manager of collective assets of pension funds, we specialize in active asset management for pension funds as well as individual clients. WINVEST harnesses the power of technology to deliver high-quality, transparent, and personalized client experiences. It empowers its employees and expects them to act on their own responsibility and adopt new perspectives. It is our aspiration to exceed our clients' expectations. As an owner-managed asset management company with a successful family succession plan, we stand for stability and continuity. We are active for our clients at our location in Cham.

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