WealthArc partnering with BlackRock Portfolio 360 to Enhance Portfolio Analysis for Wealth Managers and Family Offices

Zürich, 8 April 2025

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‍WealthArc, a Swiss-born global wealth data company, is proud to announce its integration with BlackRock® Portfolio 360, providing wealth managers and family offices with seamless access to advanced portfolio analysis tools. This partnership allows WealthArc users direct access to BlackRock’s advanced portfolio and risk analysis technology, improving efficiency and decision-making for wealth managers.

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About the integration

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With a new button embedded in the WealthArc platform, users can instantly transfer portfolio holdings to BlackRock® Portfolio 360 tool, powered by Aladdin®, BlackRock’s proprietary investment and risk management system. By eliminating manual data entry, this integration enables faster and more accurate portfolio analysis. WealthArc is the first wealth data platform in Switzerland to offer this level of direct integration with Portfolio 360.

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With the industry undergoing major change - from evolving client expectations and the great wealth transfer to regulatory pressures and emerging technologies - the 2025 WealthTech100 recognises the trailblazers building scalable solutions that meet the complex needs of private banks, asset managers, and financial advisors.

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The great wealth transfer is forcing firms to look to their future customers and the best way to serve them. This is leading to a greater adoption of technology that empowers hyper-personalisation, access to new assets and improved client engagement. With so many WealthTech solutions available in the market, the WealthTech100 is designed to be a vital guide for firms.

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“We’re always looking for ways to provide our clients with best-in-class innovations and investment analytics tools,” said Artur Kluz, CEO of WealthArc. “By integrating BlackRock® Portfolio 360, we’re giving wealth managers and family offices instant access to one of the most sophisticated portfolio construction tools available today. This integration enables them to gain deeper insights, streamline portfolio reviews, and ultimately make smarter investment decisions.”

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To get access to Portfolio 360, please email portfoliosupport@blackrock.com.

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About WealthArc AG

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WealthArc is a Swiss-based wealth data company. It has become a global provider with clients in all the largest wealth hubs across the globe including Switzerland, United States, Singapore and Dubai. With a personalized wealth management platform built for the next generation of External Asset Managers, Family Offices and Private Banks, empowered by cutting edge technologies, WealthArc’s easy-to-use and intuitive SaaS and cloud-based solutions give clients 24/7 access and 360 degrees overview and understanding of their total assets, enabling them to make prudent, smart and better investment decisions. For more information, visit www.wealtharc.com.

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About BlackRock® Portfolio 360

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BlackRock® is the world’s largest asset manager, providing investment and risk management solutions globally. Powered by Aladdin®, Portfolio 360 is BlackRock’s ® latest web-based portfolio analysis tool designed to help investment professionals gain deeper insights into portfolio performance, risk drivers, ESG characteristics, and stress testing scenarios, enabling a defined portfolio review process at scale for asset managers worldwide. For more information, visit www.blackrock.com/portfolio-centre.