The integration connects WealthArc’s financial data infrastructure with an additional perspective on investment results, supporting portfolio reviews and clearer conversations with clients.
Performance Watcher is built around a shared standard for performance data and communication. Its participatory database brings together more than 22,000 real, anonymised portfolios, with over CHF 80 billion in discretionary assets behind its indices. This scale provides additional depth and context when assessing a manager’s own results.
Performance Watcher turns this data into visual reports at portfolio, composite and broader ecosystem level, giving investment managers, boards, investment committees and clients a common basis for discussing performance.
Connecting trusted data with independent analysis
The integration reflects WealthArc’s role as a global financial data infrastructure company: making financial data accessible, trusted and usable across the tools wealth managers rely on.
WealthArc provides the underlying data foundation. Through the integration, selected portfolio data can be shared with Performance Watcher, where clients access the analysis. This connects WealthArc’s data consolidation and reconciliation capabilities with Performance Watcher’s expertise in performance analysis and communication.
What this means for wealth managers
- More context for portfolio reviews through independent performance analysis.
- A shared reference for discussing results with clients and investment committees.
- Clear visual reports that help communicate investment performance.
Read the original article here.
