WealthArc
HQ Address
Dufourstrasse 49, 8008 Zurich, Switzerland
Website Address
Business introduction
Manage wealth data in more efficient way
Leverage the speed and accuracy of automated workflows and data consolidation in daily activities with WealthArc
Data-driven wealth management platform.
Using a reliable API engine and automation WealthArc drastically reduces the time needed to complete data unification, consolidation, management, reporting, compliance, and other administrative tasks.
WealthArc also provides connection to a growing network of the world’s leading 100+ custodian banks and highly secured data storage. WealthArc works with the most trusted data centers of Swisscom and Microsoft, ensuring all data is stored and transmitted securely.
WealthArc is an award-winning, easy-to-use, and affordable wealth management platform does not require installation or a long, costly set-up. WealthArc clients enjoy a seamless, just 4-week onboarding period as our team manages the process from end to end. Simply connect us with your bank’s relationship manager, and we’ll do the rest.
We help to deliver on client expectations – faster than ever before and with high quality data.
WealthArc Solutions
Wealtharc Platform
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......
business needs
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Wealth Data Box
Data you can trust Wealth Data Box automatically connects you to your most needed custodians and data sources, aggregating your investment data, cleaning, reconciling, verifying, vetting to the highest quality, and delivering as a trusted data seamlessly to your AI and wealth-tech applications, so you can take wiser, better, and faster......
