What is the best asset management software for multi-family office investments and reporting? You need to see our platform: WealthArc. It comes with several modules tailored to the needs of your business, including portfolio management, customizable reports, and high-end analytics. Do you want to learn more? Keep reading!
What Is WealthArc?
WealthArc is a comprehensive wealth management platform with a wide range of applications across this industry segment. It can be used by family offices, commercial banks, and external asset managers. What does it offer to its users?
Our platform comes with various modules designed to support all aspects of your wealth management needs. What do they include?
- Portfolio consolidation and management.
- AI-powered analytics.
- AI prompter to search for data more easily.
- Private equity module.
- Investment fee analysis.
The platform is designed with your needs in mind, with the specific goal of helping you emerge victorious from the turmoil caused by the Great Wealth Transfer. Moreover, it is the app of the future—a solution that enables you to utilize your data to an absolute maximum.
Why Is WealthArc the Best Asset Management Software for Multi-Family Office Investments and Reporting?
WealthArc is often deemed one of the best asset management software for multifamily offices, especially for reporting and investments. Why is it so?
It all goes down to the functions WealthArc offers and its power to work on data you already possess within your organization. Highly developed customization functions also play a crucial role in this, as personalization is what the new generation looks for in wealth management services. Let’s look at this in more detail.
Customized Reporting
Let’s start from the end—reporting. WealthArc offers you a white-labeled, 100% customizable reporting module that enables you to present your results to the stakeholders easily. What is important here is that you can generate reports in:
- different file formats,
- different languages,
- different forms of data visualization.
All the above play a crucial role in customizing your wealth management services and will help you meet the expectations of high-net-worth individuals. Moreover, this customization flexibility is also beneficial for your organization since you can easily generate reports on the data that interests you.
Artificial Intelligence
AI is a powerful tool, one that opens multiple new opportunities, and we are aware of that at WealthArc. Therefore, our platform utilizes this technology to help you streamline your investing and reporting processes.
- AI Prompter—This is a tool that enables you to search for information and data stored within your industry through conversations with an AI. It is much more intuitive and quicker than standard search engines.
- AI-powered portfolio analytics—Artificial intelligence is much better at processing data than humans, so we utilize it in our analytical module. With it, you will be able to extract tactical insights and even simulate “What If” scenarios, to ensure that you adopt the best strategy possible.
- Investment fee analysis—We also utilize AI, alongside other technologies, to help you locate opportunities to lower your client’s investment fees.
All of these features let you tailor your strategies to the needs of your clients better, while reducing the time you need to spend on the whole process. Our AI can both increase your productivity and service quality!
Data Aggregation
Data is key in the 21st century, but to leverage its potential, you need to have to format it properly and store it in one place first. This is exactly what WealthArc platform can do for you.
Our Wealth Data Box first accesses data from over 125 custodians. After that, it normalizes it so that you can use this data for machine learning and other algorithms. Later, we conduct data reconciliation to ensure that no errors occur, and finally, the data is transferred via a REST API (or similar solutions). What can you use this for?
- Consolidating client portfolios.
- AI-powered algorithmic trading.
- Service personalization based on client data.
As a result, the data consolidated via our platform is of the highest quality. This makes WealthArc one of the best asset management tools for data-driven investments and reporting if you run a multi-family office!
Intuitiveness
Our platform for family offices is intuitive—you will not have any problems using it, and training your teams will take little time.
We designed and updated WealthArc in collaboration with our clients to ensure that its navigation meets users' expectations and habits. As a result, our platform is user-friendly, the onboarding is speedy, and you can start using WealthArc to its maximum potential in just a few weeks!
Security
Finally, we need to mention our security. At WealthArc, we understand that the best asset management software, whether for multi-family offices or other industry firms, must be exceptionally protected against cyber attacks. After all, a data leak can impact your PR and client trust significantly. This is why we introduced the following safety measures:
- Your data is stored on a separate, highly secure database.
- Our platform comes with a two-factor authentication option.
- We store client data separately from financial data to protect sensitive information.
- All our integration modules were discussed with FIDLEG before design.
- We comply with the EU laws regarding data protection (GDPR).
There is much more to that but due to the sensitivity of such information, we cannot provide you with more details on the cybersecurity measures implemented in WealthArc. After all, sharing such information would pose a risk of hackers using it against our platform.
The Takeaway
We’ve explained why WealthArc is the best asset management platform for multi-family office reporting and investing. Now it’s time for you—book a demo session and discover how our platform can revolutionize your business.
You might also read: Effective Asset Management in the Digital Era
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