Connect, standardize, and operationalize financial data across institutions, markets, currencies, asset classes, and technology environments, creating a more scalable foundation for client experiences, operations, analytics, and innovation.
Private banks operate across jurisdictions, booking centers, custodians, asset classes, currencies, external managers, and generations of technology. But the financial data connecting those environments often remains fragmented.
The opportunity is not simply to aggregate more data. It is to create a trusted infrastructure layer that makes global financial data consistently usable across the bank.
WealthArc provides independent global financial data infrastructure that connects fragmented financial sources and transforms them into standardized, trusted data that can be used across client experiences, operations, reporting, enterprise data platforms, and intelligent systems.
Access financial data across institutions, jurisdictions, currencies, and asset classes through a common infrastructure layer.
Transform source-specific information into consistent financial objects and a unified data model.
Reconcile, validate, enrich, and monitor financial data before it reaches downstream systems and users.
Make trusted data available through APIs, files, applications, enterprise data platforms, reporting environments, and emerging AI systems.
Bring internal and externally held assets, portfolios, entities, currencies, and investment structures into a consistent financial data foundation.
Add jurisdictions, booking centers, providers, and acquired businesses without recreating the underlying data architecture every time.
Automate more ingestion, normalization, reconciliation, quality control, and exception management.
Introduce a modern data layer around existing custody, portfolio, banking, and enterprise systems rather than requiring another core-platform transformation.
Give product, data, and technology teams reliable financial data for client applications, analytics, reporting, automation, and emerging AI experiences.
Consolidate assets held across the bank, external custodians, private markets, entities, and currencies into consistent reporting data.
Give relationship managers and clients more complete and reliable financial views without exposing the complexity of underlying systems.
Deliver normalized financial data into Snowflake, Databricks, data lakes, warehouses, analytics platforms, and other enterprise environments.
Reduce manual ingestion, reconciliation, exception management, document processing, and downstream data preparation.
Provide structured, contextual financial data for copilots, intelligent workflows, autonomous reporting, and future AI applications.
Explore the WealthArc solutions most relevant to global private banks.
Connect to financial institutions and data sources across markets through one infrastructure layer, and turn fragmented financial information into trusted, standardized financial data.
Explore Data Feeds →| Institution | Status | Received |
|---|---|---|
| UBS | Reconciled | 06:14 |
| Julius Baer | Reconciled | 06:12 |
| Pictet | Reconciled | 06:09 |
| J.P. Morgan | Reconciled | 06:02 |
| Northern Trust | Reconciled | 05:58 |
Illustration, not a live product. Figures and times are sample data.
Turn financial documents into trusted, usable information.
Explore Data Intelligence →Illustration, not a live product. Figures are sample data.
Turn consolidated financial data into modern reporting and wealth experiences.
Explore Portfolio Viewer →Illustration, not a live product. Figures are sample data.
WealthArc provides the critical data infrastructure layer that works across institutions, applications, and technology environments, giving private banks the freedom to evolve their architecture, support new business models, and move faster without sacrificing control.
Built for financial data spanning institutions, markets, currencies, jurisdictions, and asset classes.
Normalization, reconciliation, enrichment, and data-quality controls are part of the infrastructure.
Preserve flexibility across providers, applications, data platforms, and technology environments.
Use the same trusted data foundation across today's reporting, operational, and client requirements, and tomorrow's intelligent systems.
AI will play an increasing role in how private banks analyze portfolios, support advisors, prepare reporting, and automate operations. WealthArc delivers the structured, contextual financial data that intelligent systems require.
The real advantage in AI starts with trusted data.
Create a trusted data foundation for better client experiences, more efficient operations, scalable growth, and the next generation of financial technology.