WealthArc vs Private Wealth Systems

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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

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

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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

  • 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

Product
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

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 + 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