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Banks

Get insights you haven't imagined before.

Transparency on their client's entire wealth is what banks are looking for – and what WealthArc provides.

Portfolio Management
Client Relationship Management
Compliance
Data security
Provide your clients with a holistic overview of their portfolio assets

Holistic Asset Overview for your Advisors

The future of private banking is here. Advisors get a 360-degree asset overview of the investor across different custodian banks. For better advice and increased sales.

Holistic Asset Overview for your Investors

White-labelled, multi-custody portal for investors. Holistic wealth reporting, trade execution, document exchange.

Compliance

Automation of onboarding and recurring compliance checks​ between EAMs and custodians. Self-service access to relevant KYC data for custodians, leading to increased efficiency for Relationship Managers.

A white-label platform dedicated to your (U)HNWI clients
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