WealthArc vs Asora

You are looking for alternatives to WealthArc. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

WealthArc

Consolidated Reporting

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

Denmark’s new entrant Asora securely connects and aggregates clients’ data to provide benchmarking, risk and performance reporting that is easy on the eye. Asora’s platforms allows it to track and monitor both private and liquid assets while the mobile app provides a compelling experience to the principals. Data coverage and quality is a cornerstone, and as an open platform Asora seamlessly integrates with other systems.

Employees

11-50

Revenue

–

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

Avg. AUM per client

–

11-50

–

2020

Owned by management
Key staff also have ownership

Ireland

Dublin

United Kingdom
Luxembourg
Ireland
Channel Islands (Jersey, Guernsey)

–

Client

Focus

Independent financial advisors
Registered investment advisors

Serves also

Multi-family offices
Independent financial advisors
Fund managers
Banks

Number

43 IFAs
2 banks
4 MFOs
1 fund manager

Single family offices

Individual wealth owners
Single family offices
Multi-family offices

–

Product

Main tasks

Consolidated reporting
CRM
Compliance (e.g. AML, KYC, regulatory reporting)
Portfolio management
Trading (execution on platform)
Data aggregation
Risk management

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

Consolidated Reporting
Data Aggregation
Data
Governance
Portfolio Management

Digital Excellence
Ability to Whitelabel
Full Multi-Currency Support
Mobile App
Proven Agility
Visionary Purpose

Bankable or Financial Assets & Funds
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Private Equity & Direct Investments
Real Estate

GDPR

Technology

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 + SMS code)
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

Mobile App

SAAS

–

Microsoft

MS Excel
Refinitiv
Morningstar
Factset

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