WealthArc

WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.

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Consolidated Reporting

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Switzerland

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Q

What is WealthArc?

A

WealthArc is a data-driven wealth management platform.

Q

What does WealthArc do?

A

WealthArc offers wealth management solutions under the following categories:
1. Enterprise Asset Management
2. Family Offices
3. Compliance(FIDLEG/LSFin)
4. Banks
5. Investor Services including custodian, fund, private market data aggregation and client life cycle management.

Q

How does WealthArc work?

A

WealthArc uses a reliable API engine to automate the highly time-consuming consolidated reporting process. Wealth Arc unifies the entire wealth data for its clients, thereby massively reducing the time it takes for manual reporting, compliance, and other administrative tasks.

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Simple solutions for complex times.

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WealthArc

Contact WealthArc

Few more questions...

Category

Consolidated Reporting

Country

Switzerland

Do you work for WealthArc?
You can enrich your data with Simple and reach the next generation of client.

Q

What is WealthArc?

A

WealthArc is a data-driven wealth management platform.

Q

What does WealthArc do?

A

WealthArc offers wealth management solutions under the following categories:
1. Enterprise Asset Management
2. Family Offices
3. Compliance(FIDLEG/LSFin)
4. Banks
5. Investor Services including custodian, fund, private market data aggregation and client life cycle management.

Q

How does WealthArc work?

A

WealthArc uses a reliable API engine to automate the highly time-consuming consolidated reporting process. Wealth Arc unifies the entire wealth data for its clients, thereby massively reducing the time it takes for manual reporting, compliance, and other administrative tasks.

Simple solutions for complex times.

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Experts

Companies

WealthArc

WealthArc

Contact WealthArc

Few more questions...

Category

Consolidated Reporting

Country

Switzerland

Do you work for WealthArc? You can enrich your data with Simple and reach the next generation of client.

Q

What is WealthArc?

A

WealthArc is a data-driven wealth management platform.

Q

What does WealthArc do?

A

WealthArc offers wealth management solutions under the following categories:1. Enterprise Asset Management2. Family Offices3. Compliance(FIDLEG/LSFin)4. Banks5. Investor Services including custodian, fund, private market data aggregation and client life cycle management.

Q

How does WealthArc work?

A

WealthArc uses a reliable API engine to automate the highly time-consuming consolidated reporting process. Wealth Arc unifies the entire wealth data for its clients, thereby massively reducing the time it takes for manual reporting, compliance, and other administrative tasks.

Simple solutions for complex times.

Do you work for WealthArc?
You can enrich your data with Simple and reach the next generation of client.

WealthArc offers wealth management solutions under the following categories:
1. Enterprise Asset Management
2. Family Offices
3. Compliance(FIDLEG/LSFin)
4. Banks
5. Investor Services including custodian, fund, private market data aggregation and client life cycle management.