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

Articles

How AI Changes Wealth & Asset Management
September 22, 2024
Wealth management
What Is a Portfolio Management System?
September 15, 2024
Wealth management
WealthArc Teams Up with Polixis to Automate KYC Screening and Enhance Compliance Efficiency
September 10, 2024
Press
Key Trends Redefining Family Office Dynamics
August 18, 2024
Wealth management
Cybersecurity in Wealth Management: Keeping Client Data Safe
August 13, 2024
Wealth management
6 Wealth Management Trends to Watch
August 13, 2024
Wealth management
Integrating ESG Considerations into Wealth Management
August 11, 2024
Wealth management
Effective Strategies for Managing Family Office Investments
August 7, 2024
Wealth management
The Importance of Data Accuracy in Financial Reporting
August 4, 2024
Wealth management
What Is a Family Office?
August 1, 2024
Wealth management
How to Select the Right Portfolio Management Software for Wealth Management
July 30, 2024
Wealth management
What is ERM and Why Is It Important For Your Family Office?
July 24, 2024
Wealth management
The Impact of Regulatory Changes on Wealth Management
July 16, 2024
Wealth management
Personalizing Client Experiences in Wealth Management
July 8, 2024
Wealth management
How to Start a Family Office
July 1, 2024
Wealth management
WealthArc Recognized in the WealthTech100 Once Again!
April 4, 2024
Press
WealthArc Redefines Compliance for External Asset Managers
March 8, 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
Time eaters vs time savers: how WealthArc saved 1144 days for our clients in 2022
May 19, 2023
Product
What to consider when choosing a wealth management tool?
May 9, 2023
Wealth management
Hidden costs of on-premise tools. Cloud-based vs on-premise wealth management solutions
April 25, 2023
Wealth management
Well-suited Portfolio Management System for EAM - how to choose the best one for your company
April 12, 2023
Wealth management
Is it possible to benefit from AI in wealth management industry?
April 5, 2023
Wealth management
7 Reasons to Choose Cloud-Based Portfolio Management Software
March 23, 2023
Wealth management
3 ways to calculate the rate of return on an investment – and which is best for EAM?
January 2, 2023
Wealth management
See the webinar! Wealth Talks: Custody fees unraveled
November 8, 2022
Product
WealthArc and Greenlock webinar. "Wealth Talks: Custody fees unraveled"
October 24, 2022
Wealth management
E. de Bejarry for "Focus Finance 2022": Our mission is to support
October 20, 2022
Industry news
WealthArc and GreenLock join forces
October 20, 2022
Press
Case study: How Winvest is using WealthArc and benefits in everyday work
October 20, 2022
Product
3 Quality Data Characteristics That Ensure a Streamlined Decision-Making
August 10, 2022
Wealth management
See behind the curtain - how Swiss independent asset managers invest in times of change
June 14, 2022
Industry news
Key benefits of digitalization of compliance for independent wealth managers
May 19, 2022
Wealth management
Interview with Silvia Marques, COO at RJ Management
May 4, 2022
Product
WealthArc once again listed in WealthTech100!
May 2, 2022
Industry news
Keep calm and digitalize your compliance - webinar
April 13, 2022
Wealth management
Interview with Silvio Sestito, CEO at Phoenix Finance SA
April 6, 2022
Product
Client’s Success Story – Swisspath
December 1, 2021
Product
Eleutheria Wealth Launches Digital Transformation with WealthArc
December 1, 2021
Industry news
The Major Challenge of Data Consolidation in Wealth Management
December 1, 2021
Wealth management
How to Ensure Profitability When EAM Fees Are Shrinking
December 1, 2021
Wealth management
WealthArc Launches Direct Trading via FIX Protocol
December 1, 2021
Product
Portfolio Management System Implementation – The Client’s Perspective
November 17, 2021
Product
Take your company’s cyber-security to a new level with WealthArc
November 17, 2021
Product
Who Are the Winners in the New Reality of Wealth Management
November 17, 2021
Wealth management
New Features Release – July 2020
November 17, 2021
Product
Save up to 40 hours per quarter by invoicing with WealthArc
November 17, 2021
Product
7 Action Points for Post-COVID Reality in Wealth Management
November 17, 2021
Wealth management
Why are the electronic documents becoming the new market standard?
November 17, 2021
Wealth management
WealthArc Expands Its Business with a New Office in Geneva
November 17, 2021
Press
New Features and APIs Release – April 2020
November 17, 2021
Product
WealthArc clients work smarter with structured products
November 17, 2021
Press
Inside the PMS: Data Consolidation Step by Step
November 17, 2021
Product
New Features Release – June 2020
November 17, 2021
Product
WealthArc Recognizes Top 50 External Asset Managers Again
November 17, 2021
Industry news
Three simple steps for the model portfolio rebalancing
November 17, 2021
Product
How digital tools help to maintain business during the actual crisis – The Wealth Manager’s perspective
November 17, 2021
Wealth management
New Features Release – May 2020
November 17, 2021
Product
5 to Top 50: Lakefield Partners about Speeding up the WealthTech Revolution
November 16, 2021
Wealth management
Top-Notch Executives Join WealthArc to Accelerate its Business Growth
November 16, 2021
Press
How to Manage Your Alternative Investments Easier and Cheaper
November 16, 2021
Wealth management
5 to Top 50: Hérens Quality Asset Management on COVID-Resistant Portfolios
November 16, 2021
Wealth management
5 to Top 50: swisspartners about Coping with the Unpredictable
November 16, 2021
Wealth management
WealthArc Joins OpenWealth to Shape the Global API Standard
November 16, 2021
Press
Creating a “One-Stop-Shop” for Wealth Management Professionals – Refinitiv Data Platform Integration
November 16, 2021
Product
5 to Top 50: Clarus Capital Group about the Importance of Trust and Transparency
November 16, 2021
Wealth management
WealthArc among Top 5 Swiss Growth FinTechs
November 16, 2021
Press
WealthArc Secures New Financing to Become Next-Generation Wealth Management Hub
November 16, 2021
Press
Our New Series of Events Is Here – Welcome To The Wealth Talks!
November 1, 2021
Industry news
GAFA in the world of finance: lurking at Wealth Management?
November 1, 2021
Industry news
New Features Release – March 2020
November 1, 2021
Product
New Features and API Connections Release – February 2020
November 1, 2021
Product
Top 5 WealthArc features that help Wealth Managers work remotely
November 1, 2021
Wealth management
5 to Top 50: Belvoir Capital Predicts More Focus on Digitisation in 2021
January 29, 2021
Wealth management
2020 at WealthArc: Business Review
December 15, 2020
Press
2020 at WealthArc: Product Review
December 15, 2020
Product
2020 Is Already Here! Let’s See How WealthArc Evolved in 2019
January 8, 2020
Industry news
New Features & API Connections Release – December 2019
December 20, 2019
Product
New Features and API Connection Release – October 2019
October 29, 2019
Product
RJ Management, 2bn Wealth Management Firm from Geneva, Announces WealthArc Integration
October 23, 2019
Press
WealthArc Wins the First Client in Lugano
October 21, 2019
Press
Swisspath Capital, Zürich-based multi-family office, goes for WealthArc
September 26, 2019
Press
New Features & API Connections Release – September 2019
September 26, 2019
Product
WealthArc & Refinitiv Compliance Roadshow | 17th-18th September 2019
August 23, 2019
Industry news
New Features & API Connections Release – August 2019
August 23, 2019
Product
Portfolio Management Solutions Pricing Models. Where’s the Catch?
August 22, 2019
Wealth management
From 4 to 40 in 4 Years – Executing a FinTech Scale Up Plan
August 21, 2019
Press
WealthArc Launches Two New Fully Automated Interfaces to Société Générale and CFM Indosuez
July 17, 2019
Product
New Features Release – July 2019
July 16, 2019
Product
New Hires Set to Strengthen WealthArc Marketing, Customer Success and Project Management Departments
July 15, 2019
Press
WealthArc & Swisscom Cybersecurity in Wealth Management + Summer Apéro
July 10, 2019
Industry news
WealthArc at Luxembourg’s Fintech Awards 2019
July 9, 2019
Press
Swiss Wealth 2019: Inside the Citywire’s Top 50 Awards Ceremony
July 4, 2019
Industry news
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.