“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

“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

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

Roger Ganz

“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

“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

“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

"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