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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Product
Get an overview of what this software does.
Main tasks
- Consolidated reporting
- CRM
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Trading (execution on platform)
- Custodian Data Processing and Aggregation
- Risk management
- Portfolio and Risk Analytics
- Portfolio Optimization and Monitoring
Top features
- Automated reconciliation of portfolio data
- Consolidation of bankable and non-bankable assets
- Independent performance calculation
- Portfolio Analysis
- Document Management
- Invoicing
- Investment Limits / Guidelines
- Model portfolios & rebalancing
- Trade execution
- CRM – KYC, notes, documents, history of client interactions
- Legal Structure overview
- Client Portal
- Advanced user management (functionality and data access)
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectables (e.g. luxury cars, boats, high-value jewellery)
Compliance
- MiFID II
- GDPR
- FinSA/FinIA
Whitelabel
- Yes
Type Of Software
- SaaS
Security
- We never import any sensitive data from custodians
- Client sensitive data are stored in different data base server than portfolio data
- AES 256 data encryption
- 2 steps identification process (password + 2FA)
- Local storage of data in Microsoft servers
- Encrypted data in transit and at rest
Ecosystem
- Microsoft
Integrations
- Office 365 integration
- Side by side integration with Refinitiv Eikon
- Full integration with BlackRock 360
- Full integration with MantaRisk Wealth
- Integration with Greenlock.io
Mobile App
- Access possible via any browser on mobile or tablet
Type of data
- Holding/position data aligned with transaction matching
Accuracy
- A reconciliation algorithm makes sure positions and transactions match up on a daily basis. In case of mistakes, our data team reach out to the custodian.
- WealthArc transforms the data to its standard format, cleaning it along the way based on AI algorithms
- Automated data quality checks
Custodians
- 150+
Time to new custodian
- On average 3 months
Multi-currency
- Users can set multiple base currencies
- Users can separate holding level gain/loss from currency gain/loss
- Based on holding/position data
- Based on transaction data
Cost structure
- Fixed Pricing along AuM or Portfolio based
- Entry Level is a flat subscription pricing with limitations of features
Average cost p.a.
- Starting from 10k p.a. (WealthArc Essentials)
- Average MFO/SFO/IFA: CHF 20k p.a.
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 11-50
Founded
- 2015
Ownership
- Clients are also owners
Incorporated
- Switzerland
Locations
- Zurich
- Warsaw
Top markets
- Luxembourg
- Monaco
- Switzerland
- United Arab Emirates
- United States of America
Total AUM
- $14 billion
Focus
- External Asset Managers
- Independent Financial Advisors
- Registered Investment Advisors
- Family Offices
- Banks
Serves also
- Multi-family offices
- Independent financial advisors
- Fund managers
- Banks
Number
- 50 IFAs/EAM
- 2 banks
- 4 MFOs
- 1 fund manager
WealthArc - Data Driven Wealth Management Platform
WealthArc - Data Driven Wealth Management Platform
Support & Services
Learn what support and services you can expect
Support options
Dedicated contact
Pricing of support
Free support
Onboarding
Access to PMS within 48 hours, connections to existing custodians approx; 4 – 5 weeks to be live on the platform. Unknown Custodians 1 – 2 months
Bespoke development
We are consistently enhancing the product based on our client needs and feedbacks (FIX Trading tool, Performance contribution reports, FinSA FinMA compliance, new APIs...)
Wondering how WealthArc compares to other companies?
- WealthArc vs DAPM
- WealthArc vs SS&C Family Office Services
- WealthArc vs eXeer by Point Group
- WealthArc vs Black Diamond Wealth Platform
- WealthArc vs Landytech
- WealthArc vs Asora
- WealthArc vs Nasdaq
- WealthArc vs Etops
- WealthArc vs Asset Vantage
- WealthArc vs Masttro
- WealthArc vs Altoo
- WealthArc vs Swimbird
- WealthArc vs Aleta
- WealthArc vs Private Wealth Systems
- WealthArc vs Eton Solutions
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FAQs
FAQs about WealthArc
What is WealthArc?
WealthArc is a data-driven wealth management platform.
What does WealthArc do?
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.
How does WealthArc work?
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.
