WealthArc vs Asset Vantage

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WealthArc

Category
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.

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Category

Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.

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Company
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

–

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

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

  • Yes

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

  • No