Manage wealth data in more efficient way

Leverage the speed and accuracy of automated workflows and data consolidation in daily activities with WealthArc

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Wealth Data Management Platform

130
Custodian connections
+
22
Swiss Francs in AuM
+bn
1000
Number of end users
+

Who is WealthArc for?

"I use WealthArc’s Management Information System every day. For me, as a CEO, it is an indispensable source of updated information necessary to make decisions."
Jean-Marc Tornare
CEO - Octogone Gestion S.A.

Reasons our clients value us

Simple, transparent pricing

Know what you are paying for. Besides from a base fee, only pay for extra portfolios.

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Intuitive interface

The WealthArc platform was built by wealth managers, for wealth managers. Get to work using a simple and intuitive interface.

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Highest data quality

WealthArc’s proprietary custodian APIs collect and unify portfolio data accurately and securely. Benefit from daily automatic data consolidation.

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Secure data storage

WealthArc works with the most trusted data centres of Swisscom and Microsoft, ensuring all data is stored and transmitted securely.

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You are in
good company

Empowering the Next Generation of Wealth Management 


WealthArc is a wealth management hub empowered by new generation technologies. Powered by Wealth Data Box, we equip Wealth Managers with the highest quality of data displayed in a cloud-based user friendly Wealth platform to manage wealth and reduce operational costs.


Our wealth management hub offers a plethora of benefits for your family office, bank, or your business as an independent wealth manager. You will achieve:

  • Higher productivity—due to effective management and automation.
  • Improved security—due to the use of modern REST API.
  • Seamless data integration—due to automatic data downloads.
  • Highest data quality—Our solution is powered by Wealth Data Box.


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Who Is Our Wealth Management Platform For?


We aim to help those operating in the wealth management sector of financial services, no matter where they work. As such, our platform is equipped with all the critical functionalities for:

Whether you choose WealthArc as your family office platform provider or as a tool to enhance the operations of the whole wealth management branch in your bank, you’ll have the best IT solution available!



Discover WealthArc’s Power


Our platform is designed to both perform the most fundamental operations in wealth management and to offer more complex, cutting-edge solutions that you can coin into a competitive advantage. It’s a true end-to-end hub.


Manage Portfolios

Portfolio management in our platform gives you a complete overview of the consolidated client portfolio. This module includes features such as performance calculation, portfolio benchmarking, and risk concentration.


Manage Orders

This module offers you multiple functionalities, from trade proposals to rebalancing, FIX trading, and pre-trade checks.


Manage Client Data

Clients are the heart of your business. Therefore, our wealth management hub includes a client management module in which you can store your notes, document management, and even extract client insights. All of this is done with the finest security measures in place, to protect your customer data.


Analyze Portfolios

Finally, our wealth management platform comes with robust portfolio analytics features, enabling you to simulate different scenarios, evaluate risk more accurately, and make the best decisions based on data-driven insights.



WealthArc—Your Trusted Wealth Management Partner


At WealthArc we put a lot of our attention on security and compliance. Our priority is not only to provide you with the ultimate, end-to-end wealth management platform but also to ensure that your clients’ data is safe and secure. Our solutions are fully compliant with the current regulations—we know that trust is the basis of good customer relationships in finance, so we provide solutions that you and your clients can rely on.



We’re built on relationships

Associations

We’re proud to represent our clients within some of the leading finance associations.

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Technology partners

Through our platform, our clients harness the strength and security of leading technology providers.

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