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Investor services

White-label and customize your reporting to bring your client relationships to the next level.

Enhance the level of satisfaction of your clients and customize your reporting in a manner that meets their unique needs and preferences.

By incorporating their feedback, you can demonstrate a commitment to delivering high-quality service, which can ultimately lead to greater client satisfaction and loyalty.

Portfolio Management
Client Relationship Management
Compliance
Data security
WealthArc aggregates the following data into one dashbaord.

Custodian data

Multi-custody reporting for you and your investors. You can monitor and report all your liquid and illiquid assets, including real estate, private equity, arts. White-label and customize your reporting to bring your client relationships to the next level. Feed your downstream systems (accounting, etc.) with clean and unified portfolio data .

Fund data

Automate fund management and fund-lookthrough from any source.

Client life cycle management

One place to onboard your clients and store all activities, meetings, trades, etc including MS outlook sync. Stay on top of your client history and find relevant information within seconds. Securely store and manage sensitive documents to save time for compliance and audits. Client life cycle management made easy.

Private market data

Monitor and report all your real estate, private equity, art, and similar investments on our platform. Alternatively, Our open architecture allows for integrations with 3rd party platform.

Data