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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WealthArc

Category

Consolidated Reporting

Country

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.