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.
Know what you are paying for. Choose from our 2 transparent pricing models based on your need.
WealthArc’s proprietary custodian APIs collect and unify portfolio data accurately and securely. Benefit from daily automatic data consolidation.
The WealthArc platform was built by wealth managers, for wealth managers. Get to work using a simple and intuitive interface.
WealthArc works with the most trusted data centres of Swisscom and Microsoft, ensuring all data is stored and transmitted securely.
CEO of WealthArc
We set up your Microsoft servers and create logins, upload your logo, asset tree, investment guidelines, and strategies in the system.
Your dedicated onboarding
team opens the connections to
your custodian banks.
We upload your portfolio data in the system from an Excel template.
We support migration of your entire CRM data at additional cost.
We provide the necessary
training online for all users of
Each client has a dedicated
point of contact within our
customer success team. Your
satisfaction will be regularly
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
Our comprehensive industry reports keep our community updated on the latest developments in the ever-evolving finance landscape. Released monthly. Free, always.