WealthArc Redefines Compliance for External Asset Managers

March 6th, 2024 WealthArc was announced as a winner in Compliance Solution category of prestigious WealthBriefing Swiss EAM Awards 2024.

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Showcasing ‘best of breed’ in the Swiss region, the awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’. Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing awards so prized amongst winners.

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Judges commended WealthArc for the digital wealth platform that provides EAMs with support for regulatory obligations and is valued by clients during their annual audits. The firm’s impressive integrated CRM system provides a clear comprehension of their clients’ businesses.

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Commenting on our triumph, Radomir Mastalerz, CEO at WealthArc, said:

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"The accolade we received is a result of the work we did over the past 2 years with regard to automating compliance activities for External Asset Managers. We carefully listen to the needs of our clients. In 2021 most of them were concerned about the upcoming FinSA/FinIA regulations and the additional workload they have to bear to stay compliant. In case of FinSA / FinIA we had to understand regulations, interpret them and translate into system functionalities. Therefore, we engaged with reliable partners and experts such as PwC, to help us along the way. It allowed us to avoid some of the common pitfalls.”

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To read more about the regulatory challenges faced by the wealth management industry and gain insights on how to stay compliant with WealthArc fill in the form and you'll receive a copy of the report to your mailbox.

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Stephen Harris, ClearView Financial Media’s CEO, and publisher of WealthBriefing, was first to extend his congratulations to all winners and highly commended companies.

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"Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year. This year we have seen a marked increase in entrants and interest in all our global awards programmes and the WealthBriefing Swiss EAM Awards is no exception. These awards give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers. I offer my congratulations and best wishes for the future to all winners and highly commended firms - they are all worthy recipients who join the prestigious list of wealth management professionals who form the global elite of WealthBriefing winners.”

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About WealthArc

WealthArc was founded with the mission to unlock potential of wealth data and support financial advisors in their wealth creation. Since day one we designed an intuitive, easy-to-use and customizable Wealth App for managing investments and clients, at the same time providing outstanding quality of data from our Wealth Data Box engine.

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About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.