Wealth Managers - WealthArc

The challenge

More markets. More custodians. More complexity.

Financial data complexity compounds as firms scale across clients, systems, and geographies.

Growth-focused wealth managers and enterprise RIAs are managing more complex client wealth while expanding across custodians, asset classes, currencies, and markets. As that footprint grows, the data layer becomes harder to operate, and harder to trust.

Fragmented global connectivityCustodians, banks, and financial institutions deliver data through different formats, standards, frequencies, and integration methods, often varying by region.
Complex assets, currencies, and client structuresPublic and private investments, multiple currencies, legal entities, and cross-border holdings create inconsistent data structures, valuations, and reporting requirements.
Reconciliation at enterprise scalePositions, transactions, balances, and money movements must align across multiple sources and books-and-records environments. The burden grows quickly as institutions and geographies are added.
Application data can drift from source truthPMS, CRM, and portal systems may transform or truncate data to fit their own workflows, creating discrepancies across systems.

A better approach

Aggregation is not infrastructure.

Moving data is only the beginning.

Traditional aggregation was designed to move data from financial institutions into applications. Global wealth firms now need a reusable financial data foundation that can serve the entire enterprise.

Traditional aggregation

Application-specific
Point-to-point
Vendor-controlled
Source data passed downstream
Reconciliation pushed elsewhere

WealthArc global data infrastructure

Enterprise-wide
Independent
Standardized WISDOM objects
Normalized, reconciled, and enriched
Reusable across applications, data platforms, analytics, and AI

The value

Turn financial data into an enterprise asset.

Own a trusted data foundation for growth, operations, technology, and AI, without building the infrastructure yourself.

WealthArc handles the data infrastructure underneath your stack.

So technology, operations, and business leaders can focus on growth, innovation, and the capabilities that differentiate the firm.

Lower the operational burden

Reduce the cost and effort of connectivity, normalization, reconciliation, and ongoing maintenance.

Preserve independence

Keep the financial data layer separate from the applications that consume it.

Build enterprise value

Create a governed data asset that supports M&A, segmentation, capacity planning, reporting, and analytics.

Prepare for AI

Give intelligent systems clean, harmonized, trusted financial data instead of fragmented application connections.

How it works

Build the stack around the data.

Connect once. Standardize once. Use it everywhere.

Sources

CustodiansBanksPrivate AssetsBooks & Records

WealthArc global financial data infrastructure Connectivity · Normalization · Reconciliation · Enrichment · WISDOM objects · Governance

Your data environment · Data Lake · Warehouse · APIs · Files

CRMPMSReportingBIClient ExperienceAnalyticsAIAgents

Solutions in focus

Innovative solutions. One foundation.

Global Data Feeds

The data infrastructure layer.

Connect global financial sources and transform fragmented data into trusted, standardized financial objects.

Explore Global Data Feeds →

WealthArc Data Box
WISDOM objects
Global connectivity
Normalization and reconciliation
Data quality and operations monitoring
APIs, MCP, and files
Data lake and warehouse hydration
Data operations dashboard

Connected feedsToday

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.

Portfolio Viewer

The intelligence layer.

Turn trusted financial data into reporting, analysis, and insight.

Explore Portfolio Viewer →

Dynamic dashboards
Portfolio analytics
Automated reporting
Management reporting
Natural-language interaction
AI-powered insights

Global coverageRolling 6 months

Total assets

CHF 482,680,450+12.4%

JanFebMarAprMayJun

Illustration, not a live product. Figures are sample data.

Portfolio Management System

The portfolio management layer.

Portfolio management built for the complexity of cross-border private wealth, not a one-size-fits-all advisor platform.

Explore the Portfolio Management System →

CRM and client management
Portfolio management
Portfolio performance reporting
Rebalancing
Trading and order management
Investment monitoring
Multi-custodian consolidation
Multi-currency and multi-asset support

Consolidated portfolioAll custodians

Total value

CHF 124.8m

Daily change

+CHF 1.05m

Positions

248

Asset class	Value	Weight
Equities	CHF 61.2m	49.0%
Fixed income	CHF 34.2m	27.4%
Alternatives	CHF 21.9m	17.6%
Cash	CHF 7.5m	6.0%

Illustration, not a live product. Figures are sample data.

Client spotlight

“Scalability and efficiency were decisive for us. WealthArc allows us to grow without adding administrative complexity, and its simple pricing model makes planning easier.”