Technology Platform Transforming Private Wealth Management

Leading digital technology for comprehensive data integration, investment analysis and reporting.

Smart Model Portfolios

Take advantage of artificial intelligence systems to build trust in your decisions.

Digital Client Experience

Give clients’ remote access to portfolios anytime and anyplace.

360° View

Manage your portfolios in line with pre-defined strategies and investment guidelines.

All In One Solution

Multiple Needs. One solution. WealthArc is the venue where you can fully customize your portfolio analytics and hence efficiently address your most demanding clients’ needs.

WealtArc  software available on multiple platforms

All In One Solution

Multiple Needs. One solution. WealthArc is the venue where you can fully customize your portfolio analytics and hence efficiently address your most demanding clients’ needs.

WealtArc  software available on multiple platforms
WealtArc screenshot

Foster Trust & Transparency

WealthArc platform unlocks your potential to become a trusted advisor. Construct and share customized analyses and client reports within seconds. Enhance your business practices via a lean and transparent governance system. Automatically perform your daily investment guideline and limits checks. Automate your portfolio health checks and simplify record keeping of your investments.

Surpass Clients’ Expectations

WealthArc’s solution covers your entire workflow from front- to back-office. It has never been easier to integrate all your data and consolidate portfolios from one place. Create model portfolios, apply our smart rebalancing technology and simplify portfolio analysis with our robust tools.

WealthArc screenshot