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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Representation of WealthArc's Manager Dashboard

100

+
Custodian
connections

15

+bn
CHF in
AuM

463

+
End Users

Who is WealthArc for?

EAMs
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The modern asset manager is aware of customers’ growing expectations in terms of security, accessibility, and digitisation.

Our innovative platform supports everyday job of asset manager with reliable portfolio management, governance, KYC, CRM, reporting modules and more.

Family Offices
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WealthArc’s advanced functionalities can safely free time of Single and Multi Family Offices to attend to the finer needs of clients looking for a trust-based relationship.Our system allows to consolidate, manage all your wealth, assets and portfolio in one place.

Banks
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Customers are increasingly selective of where they place their trust and energy. Transparent insights, first-class security, and digital access are what customers are looking for – and what WealthArc provides.

Investor Services
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Report clients’ holistic wealth and achieved performance across all asset classes. WealthArc aggregates all your required data sources into one dashboard.

WealthArc
in clients’ eyes

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The availability of all client and portfolio data in one place has made our internal processes more efficient. Due to our growth, we are currently confronted with almost 10 different custodian banks. (...) This enables our investment and portfolio management to work efficiently and implement decisions quickly, easily and with a low error rate.

Stefan Rammelmeyer

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Winvest

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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

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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

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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

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“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

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“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

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“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

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“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

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“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

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“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

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"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.

You’re in good company

Reasons our
clients love us

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Simple, transparent pricing

Know what you are paying for. Besides from a base fee, only pay for extra portfolios.

Highest data quality

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

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

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

The WealthArc Ethos

Radomir Mastalerz Portrait
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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We’re built on relationships

Associations

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

Associations

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

Experience WealthArc

Start a conversation if you want to chedule a meeting with advisor,
check our 30-day free trial, or get to know more about
our system or about partnership.

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Stay informed with our industry reports

Our comprehensive industry reports keep our community updated on the latest developments in the ever-evolving finance landscape.

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