By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
PreferencesDenyAccept
Product

See the webinar! Wealth Talks: Custody fees unraveled

Etienne de Bejarry
November 8, 2022
Table of Contents

We gladly share the webinar "Wealth Talks: Custody fees unraveled" with you.

During this 30-minutes session we covered matters of fees and our new feature - improved and data-based fee analysis (with our partner, GreenLock).

We hope you'll enjoy the recording!

‍

Do you want to talk about the new capabilities of our Wealth Management Platform? Contact us!

‍

‍

‍

You can download the presentation here.

Etienne de Bejarry

Etienne is on a mission to help wealth managers have access to consolidated data anytime, anywhere. He brings over 10 years of business developement experience to the WealthArc team.

Meet the Team

You should also check

Cater to the Needs of the New Generation of Investors with Omnichannel Wealth Management
December 16, 2024
Wealth management
Latest AI Trends in Wealth Management
December 16, 2024
Wealth management
How Can AI Transform the Wealth Management Industry for the Better?
December 16, 2024
Wealth management
The Pros and Cons of Algorithmic Trading
November 29, 2024
Wealth management
Embrace Digitization in Wealth Management
November 29, 2024
Wealth management
WealthArc—The Best Asset Management Software for Multi-Family Office Investments and Reporting
November 29, 2024
Wealth management
Effective Asset Management in the Digital Era
November 29, 2024
Wealth management
The Role of Customer Experience in Wealth Management
November 21, 2024
Industry news
Meeting the Wealth Management Expectations of High-Net-Worth Individuals
November 21, 2024
Industry news
Is Real Estate Worth Investing During Recession?
November 21, 2024
Industry news
7 Risk Management Tips and Strategies for Wealth Management
November 21, 2024
Industry news
What Is Simple Rate of Return (SRR)? How to Calculate It?
November 21, 2024
Industry news
What Is Time-Weighted Return (TWR) and How to Calculate It?
October 30, 2024
Wealth management
What Is Money-Weighted Return (MWR) and How to Calculate It?
October 30, 2024
Wealth management
How to Build an Effective Family Office: Boosting Productivity with WealthArc
October 30, 2024
Wealth management
Understanding ESG Investing Greenwashing: What Does It Mean for Sustainable Investments?
October 30, 2024
Wealth management
Is Sustainable Investing the Future of Wealth Management?
October 30, 2024
Wealth management
What Impacts Family Office Operating Costs and How to Reduce Them?
October 30, 2024
Wealth management
What Is a Portfolio Management System?
September 30, 2024
Wealth management
How AI Changes Wealth & Asset Management
September 30, 2024
Wealth management
Key Trends Redefining Family Office Dynamics
September 30, 2024
Wealth management
6 Wealth Management Trends to Watch
September 20, 2024
Wealth management
Cybersecurity in Wealth Management: Keeping Client Data Safe
September 20, 2024
Wealth management
Integrating ESG Considerations into Wealth Management
September 20, 2024
Wealth management
Effective Strategies for Managing Family Office Investments
September 20, 2024
Wealth management
The Importance of Data Accuracy in Financial Reporting
September 20, 2024
Wealth management
What Is a Family Office?
September 20, 2024
Wealth management
How to Select the Right Portfolio Management Software for Wealth Management
September 20, 2024
Wealth management
WealthArc Teams Up with Polixis to Automate KYC Screening and Enhance Compliance Efficiency
September 9, 2024
Press
What is ERM and Why Is It Important For Your Family Office?
July 19, 2024
Wealth management
The Impact of Regulatory Changes on Wealth Management
July 19, 2024
Wealth management
Personalizing Client Experiences in Wealth Management
July 19, 2024
Wealth management
How to Start a Family Office
July 19, 2024
Wealth management
WealthArc Recognized in the WealthTech100 Once Again!
April 4, 2024
Press
WealthArc Redefines Compliance for External Asset Managers
March 6, 2024
Press
Unlocking the Power of CRM in Portfolio Management Systems
March 1, 2024
Product
WealthArc and ZeroLink are transforming wealth management with Artificial Intelligence
January 17, 2024
Press
Intricacies of data accuracy in Wealth Management
December 4, 2023
Wealth management
Empowering Wealth, Embracing Compliance: RJM's Journey in Financial Precision.
November 27, 2023
Wealth management
Portfolio Management System: the nerve center for wealth managers
November 15, 2023
Product
Unlocking Financial Potential: Harnessing the Power of Fee Optimization
July 27, 2023
Top 5 Focus for Wealth Managers - What Wealth Management Will Be Focused on This Year
July 14, 2023
Wealth management
FIDLEG compliance: what helps in meeting FINMA expectations?
June 1, 2023
Product
What to consider when choosing a wealth management tool?
May 24, 2023
Wealth management
Time eaters vs time savers: how WealthArc saved 1144 days for our clients in 2022
May 24, 2023
Product
Writing the Future of Finance
April 29, 2023
Press
Well-suited Portfolio Management System for EAM - how to choose the best one for your company
April 29, 2023
Wealth management
WealthArc Programmers Win Europe’s Biggest FinTech Hackathon
April 29, 2023
Press
WealthArc Wins the First Client in Lugano
April 29, 2023
Press
WealthArc among Top 5 Swiss Growth FinTechs
April 29, 2023
Press
WealthArc & Swisscom Cybersecurity in Wealth Management + Summer Apéro
April 29, 2023
Industry news
WealthArc Secures New Financing to Become Next-Generation Wealth Management Hub
April 29, 2023
Press
WealthArc Recognizes Top 50 External Asset Managers Again
April 29, 2023
Industry news
WealthArc & Refinitiv Compliance Roadshow | 17th-18th September 2019
April 29, 2023
Industry news
WealthArc once again listed in WealthTech100!
April 29, 2023
Industry news
WealthArc Launches Direct Trading via FIX Protocol
April 29, 2023
Product
WealthArc Launches Two New Fully Automated Interfaces to Société Générale and CFM Indosuez
April 29, 2023
Product
WealthArc Launches a Fully Automated Interface to Aquila Bank
April 29, 2023
Product
WealthArc Hires New Business Development Manager From BlackRock
April 29, 2023
Press
WealthArc Joins OpenWealth to Shape the Global API Standard
April 29, 2023
Press
WealthArc Expands Its Business with a New Office in Geneva
April 29, 2023
Press
WealthArc at Luxembourg’s Fintech Awards 2019
April 29, 2023
Press
WealthArc clients work smarter with structured products
April 29, 2023
Press
WealthArc and Greenlock webinar. "Wealth Talks: Custody fees unraveled"
April 29, 2023
Wealth management
WealthArc and GreenLock join forces
April 29, 2023
Press
Automation: The Key to Wealth Management in the Data Age
April 29, 2023
Wealth management
The Smartest Way to Consolidate Portfolios from Custodian Banks
April 29, 2023
Wealth management
Top-Notch Executives Join WealthArc to Accelerate its Business Growth
April 29, 2023
Press
Top 5 WealthArc features that help Wealth Managers work remotely
April 29, 2023
Wealth management
Take your company’s cyber-security to a new level with WealthArc
April 29, 2023
Product
Swisspath Capital, Zürich-based multi-family office, goes for WealthArc
April 29, 2023
Press
How to Ensure Profitability When EAM Fees Are Shrinking
April 29, 2023
Wealth management
Swiss Wealth 2019: Inside the Citywire’s Top 50 Awards Ceremony
April 29, 2023
Industry news
See behind the curtain - how Swiss independent asset managers invest in times of change
April 29, 2023
Industry news
Creating a “One-Stop-Shop” for Wealth Management Professionals – Refinitiv Data Platform Integration
April 29, 2023
Product
How to Manage Your Alternative Investments Easier and Cheaper
April 29, 2023
Wealth management
Save up to 40 hours per quarter by invoicing with WealthArc
April 29, 2023
Product
RJ Management, 2bn Wealth Management Firm from Geneva, Announces WealthArc Integration
April 29, 2023
Press
7 Reasons to Choose Cloud-Based Portfolio Management Software
April 29, 2023
Wealth management
Who Are the Winners in the New Reality of Wealth Management
April 29, 2023
Wealth management
Portfolio Management System Implementation – The Client’s Perspective
April 29, 2023
Product
New Features Release – May 2020
April 29, 2023
Product
Portfolio Management Solutions Pricing Models. Where’s the Catch?
April 29, 2023
Wealth management
Our New Series of Events Is Here – Welcome To The Wealth Talks!
April 29, 2023
Industry news
New Hires Set to Strengthen WealthArc Marketing, Customer Success and Project Management Departments
April 29, 2023
Press
New Features Release – June 2020
April 29, 2023
Product
New Features Release – March 2020
April 29, 2023
Product
New Features Release – July 2020
April 29, 2023
Product
New Features & API Connections Release – September 2019
April 29, 2023
Product
New Features Release – July 2019
April 29, 2023
Product
New Features & API Connections Release – January 2020
April 29, 2023
Product
New Features & API Connections Release – December 2019
April 29, 2023
Product
New Features & API Connections Release – August 2019
April 29, 2023
Product
New Features and APIs Release – April 2020
April 29, 2023
Product
Three simple steps for the model portfolio rebalancing
April 29, 2023
Product
New Features and API Connection Release – October 2019
April 29, 2023
Product
New Features and API Connections Release – February 2020
April 29, 2023
Product
Key benefits of digitalization of compliance for independent wealth managers
April 29, 2023
Wealth management
Keep calm and digitalize your compliance - webinar
April 29, 2023
Wealth management
Is it possible to benefit from AI in wealth management industry?
April 29, 2023
Wealth management