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Your Wealth - Your Asset - Your Data.
Anywhere and Anytime.

Easy-to-use and affordable data management platform for wealth managers.
WealthArc uses a robust API engine to fully automate, consolidate and unify data, also reduces the time needed to reporting, compliance and other administrative tasks.

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80

+

Custodian
connections

18

+bn

CHF in
AuM

405

+

Number of
users

An intelligent platform,
driving intelligent advice.

WealthArc is an award-winning, user-friendly platform that empowers wealth managers to deliver on client expectations – faster than ever before.

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Who is WealthArc for?

EAMs
Family Offices
Banks
Investor Services
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You're in good company

“WealthArc is taking advantage of Azure Platform as a Service (PaaS), allowing much faster on-boarding of new customers due to automated & efficient infrastructure management."

Olaf Feldkamp

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Partner Development Manager - Microsoft Switzerland

“The all-rounder solution for managing client’s wealth, tracking performance of RMs, simplicity in producing and monitoring invoices as well as great CRM module in addition to portfolio management.” 

Oleg Tsyura

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CEO - Linvo AG

“We were impressed by the speed of implementation and high data quality . WealthArc over-delivered their promises.”

Roger Ganz

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Head Asset Management - Clarus Capital Group AG

“WealthArc is a user-friendly and intuitive solution with all client and portfolio information at your fingertips . It allows us to swiftly compare client investments with model portfolios and instantly rebalance across all custodian banks.”

Massimo Vecchio

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Amgest SA

“Our aim was to find a Portfolio Management System provider that will allow us to smoothly automate everyday processes, add value to our clients and guarantee the highest data quality. I’m glad to say that we’ve found all of these qualities in WealthArc.”

Nicolas Droz

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Partner - Swisspath capital

“WealthArc runs its SaaS platform for wealth management on Microsoft Azure, which meets the highest security standards required in the financial industry.

Dr. Marianne Janik

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CEO - Microsoft Switzerland

"I use WealthArc’s Management Information System every day. For me, as a CEO, it is an indispensable source of updated information necessary to make decisions."

Jean-Marc Tornare

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CEO - Octogone Gestion S.A.

Reasons our
clients trust us

Simple and transparent pricing

Know what you are paying for. Choose from our 2 transparent pricing models based on your need.

Highest data quality

WealthArc’s proprietary custodian APIs collect and unify portfolio data accurately and securely. Benefit from daily automatic data consolidation.

Intuitive interface

The WealthArc platform was built by wealth managers, for wealth managers. Get to work using a simple and intuitive interface.

Secure data storage

WealthArc works with the most trusted data centres of Swisscom and Microsoft, ensuring all data is stored and transmitted securely.

We're built on relationships

Associations

We’re proud to represent our clients within some of the leading finance associations.

Technology partners

Through our platform, our clients harness the strength and security of the leading technology providers.

And, we’ve partnered with dozens of the world’s leading banks.

View custodians

The WealthArc Ethos

Radomir

Radomir Mastalerz

CEO of WealthArc

“WealthArc was born out of a belief that wealth management can and should benefit from the latest technologies and digital innovations, to accelerate processes and increase client success.”

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Start your journey with us

WealthArc clients enjoy a seamless 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.

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Initial setup

We set up your Microsoft servers and create logins, upload your logo, asset tree, investment guidelines, and strategies in the system.

48 hours
Connect to custodian

Your dedicated onboarding
team opens the connections to
your custodian banks.

2-3 weeks
Portfolio data upload

We upload your portfolio data in the system from an Excel template.

2-3 days
CRM migration

We support migration of your entire CRM data at additional cost.

estimation required
Kick off and user training

We provide the necessary
training online for all users of
the application.

4-5 weeks
Success

Each client has a dedicated
point of contact within our
customer success team. Your
satisfaction will be regularly
assessed.

Success

Experience WealthArc for free

Get 30-day access to all platform functionality with a pre-loaded set of data.  Explore all features to see why we’re considered an award-winning platform.

Free trial

Frequently
Asked
Questions

Read more FAQs

Stay informed with our industry reports

Our comprehensive industry reports keep our community updated on the latest developments in the ever-evolving finance landscape. Released monthly. Free, always.