WealthArc vs SS&C Family Office Services

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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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SSC

SS&C Family Office Services

Category
Consolidated Reporting

SS&C’s Family Office Services provides a comprehensive, customizable solution for back office operations including accounting, analytics, and reporting for single and multi-family offices. By leveraging SS&C’s solution, family offices can reduce cost and operational risk in every-day operations while enabling their staff to focus on higher-value activities. We deliver solutions to family offices for handling complex securities, sophisticated investment strategies, multi-tiered ownership structures, global investments, and increasing regulatory demands that characterize the market.

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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

–


  • 500+


  • $4.6 million


  • 1986


-


  • United States of America


  • Windsor
  • Hong Kong
  • Dubai
  • Singapore


  • States of America
  • United Kingdom
  • Canada
  • Ireland
  • Hong Kong


  • $2.6 trillion


  • $1.2 billion

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
  • Multi-family offices


  • 18,000

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


  • Accounting
  • Consolidated reporting
  • Governance
  • Portfolio management
  • Data aggregation


  • Fully integrated, multi-currency portfolio management
  • Integrated reporting for multi-tiered ownership structures


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


-


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


  • SaaS
  • Serviced software


-


  • Microsoft
  • SAP
  • Java
  • Adobe


-


No