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Data-driven Wealth Management Platform

Manage all your assets in one system.
More efficient, more reliable, more consolidated

WealthArc uses a reliable API engine to fully automate, consolidate and unify your wealth data, also reduces the time needed for reporting, compliance and other administrative tasks.

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90

+
Custodian
connections

15

+bn

CHF in
AuM

463

+

End Users

Easy-to-use  platform
with trustful data

WealthArc is an award-winning, user-friendly platform
that empowers wealth managers to deliver on client expectations – faster than ever before and with high quality data!

As seen on

Who is WealthArc for?

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

Amgest SA
“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

CEO, Phoenix Finance SA
WealthArc provides the highest data quality and is very user-friendly. Thanks to that I no longer waste 30 minutes every day making sure that the clients’ data I have is correct.

Silvio Sestito

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CEO, Phoenix Finance SA

COO at RJ Management
Across all functions, WealthArc saves us around 140,000 CHF a year. Before the invoicing and reporting had been outsourced and took a full three weeks to complete. Now, with WealthArc we do it in-house in only four days.

Silvia Marques

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COO at RJ Management

Spring Investment Services AG
WealthArc helps us being faster and more efficient. I have easy access to overall AuM, portfolios performance and all other metrics I need to analyze daily. I really like that the reporting is very useful and easy, especially generating customizable, one-page reports for all our clients. The Customer Success team is very customer oriented and acts quickly when I need some guidance.

Olcay Bahar Akbay

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Spring Investment Services AG

CEO - Linvo AG
“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

Partner - Swisspath capital
“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

Head Asset Management - Clarus Capital Group 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

CEO - Octogone Gestion S.A.
"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.

Partner Development Manager - Microsoft Switzerland
“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

CEO - Microsoft Switzerland
“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

Reasons our
clients trust us

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Affordable and transparent pricing

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

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Highest data quality

WealthArc provides trustful and high-quality data! Benefit from our daily automatic data quality check and assurance including correct portfolio valuation, classification of transactions and more.

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Easy-to-use platform

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 centers 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.

OpenWealth logoVSV ASG LogoVQF Logo
Technology partners

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

Microsoft logoInvestment Navigator logoPerformance watcher Logorefinitiv logo
WealthArc also provides connection to a growing network of the world’s leading 80+ custodian banks.
View custodians

The Wealthrc Ethos

Radomir

Radomir Mastalerz

CEO of WealthArc

This is “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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Fast onboarding process

WealthArc clients enjoy a seamless, just 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
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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
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Your dedicated onboarding
team opens the connections to
your custodian banks.

2-3 weeks
Portfolio data upload
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We upload your portfolio data in the system from an Excel template.

2-3 days
CRM migration
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We support migration of your entire CRM data at additional cost.

estimation required
Kick off and user training
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We provide the necessary
training online for all users of
the application.

4-5 weeks
Success
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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.

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Wealtharc Team