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.