Solution introduction
The smart solution for professional wealth managers
Benefit from automatic data consolidation and compliance checks, intuitive portfolio management and increased client satisfaction
WealthArc benefits
We offer a holistic solution to wealth management challenges giving your business a competitive edge.
Comprehensive
Fully automated data consolidation means every client portfolio you manage is automatically gathered from each custodian bank and entered into one user-friendly platform where it’s ready to view daily at 6am. You can trust your data!
Cost-effective
WealthArc platform – by combining portfolio and client data in one place – automates daily investment or compliance tasks and speeds up preparations for calls or meetings with your clients. What to do with all the time you have gained? Now you can spend it with your clients or on growing your business.
Customer-centric
WealthArc Client Portal makes it simple for your clients to check on their investments and access daily consolidated portfolios from various custodian banks. Attract new digitally savvy clients and differentiate from competitors. All time you gained thanks to WealthArc you can now spend on being their trusted advisor.
Compliant
WealthArc’s automated regulatory compliance means a faster and simplified process which meets all current and future standards like MIFiD II, GDPR and FIDLEG. And you can also monitor whether portfolio or instrument allocations meet your clients’ objectives.
