WealthArc
WealthArc provides an all-in-one platform for independent asset managers, offering solutions for wealth managers, private banks, family offices, and investor services with a focus on compliance, data aggregation, and secure storage.
Services
WealthArc provides a comprehensive platform catering to independent asset managers, wealth managers, private banks, family offices, and investor services. The platform supports portfolio management, governance, KYC, CRM, and reporting modules. WealthArc ensures compliance with FinSA (FIDLEG/LSFin), offers advanced functionalities for single and multi-family offices, and provides a holistic overview of portfolio assets for banks. The SaaS platform utilizes Microsoft Azure for high-security standards and includes automated workflows, data consolidation, and customizable reporting.
Data Aggregation and Security
WealthArc aggregates custodian, fund, and market data through over 120 custodian connections, using proprietary APIs for accurate and secure data unification. The platform works with trusted data centers from Swisscom and Microsoft for secure data storage, and offers features such as multi-factor authentication, customizable user roles, automatic backups, disaster recovery, and isolated server storage for sensitive client data.
Client Onboarding and Support
WealthArc offers a seamless 5-7 week onboarding process managed by a dedicated team to assist with the transition from other Portfolio Management Systems. The platform supports automated compliance controls, digital client questionnaires, and digitized onboarding processes. Clients receive a dedicated point of contact within the customer success team, along with 24/7 support and a 30-day free trial. WealthArc’s interface is designed by wealth managers for wealth managers, ensuring user-friendliness and efficiency.
Advanced Reporting and Analytics
WealthArc provides a range of advanced reporting capabilities in several languages, including customizable, white-labeled documents offering a 360° view of portfolio structure and performance. The platform supports automated fund management, automated alerts for guideline breaches, and pre-trade checks. Integration with Refinitiv enables advanced portfolio analytics, and FIX protocol allows for immediate orders to custodian banks. WealthArc also offers performance contribution reports and visualizations of complex legal structures.
Customizable Solutions
WealthArc offers a white-labeled, multi-custody portal for investors, customizable reporting to enhance client relationships, and a holistic asset consolidation and wealth planning solution for family offices. The platform supports self-service access to KYC data, automation of onboarding and compliance checks between EAMs and custodians, and integration with third-party platforms for private market data. WealthArc’s REST API allows for automatic data integration into users' own systems and applications.