Data-driven Wealth Management Platform

Consolidate and manage all your assets and more!

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

80

+

Custodian
connections

18

+bn

CHF in
AuM

405

+

Number of
users

Easy-to-use
and affordable 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?

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

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

CEO - Linvo AG

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

Roger Ganz

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

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

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

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

CEO - Octogone Gestion S.A.

Reasons our
clients trust us

Affordable and transparent pricing

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

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.

View data integrations

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.

Learn more

Technology partners

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

Learn more

WealthArc also provides connection to a growing network of the world’s leading 80+ custodian banks.

View custodians

The WealthArc Ethos

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.”

Learn more

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.

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

Get free access toWealthArc for 30 days

Success

Data-driven Wealth Management Platform

Consolidate and manage all your assets and more!

80

+

Custodianconnections

18

+bn

CHF inAuM

405

+

Number ofusers

Easy-to-use and affordable 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?

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."

“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.”

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

“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.”

“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.”

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

"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."

Reasons ourclients trust us

Affordable and transparent pricing

Highest data quality

Easy-to-use platform

Secure data storage

We're built on relationships

Associations

Technology partners

WealthArc also provides connection to a growing network of the world’s leading 80+ custodian banks.

The WealthArc Ethos

“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.”

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.

Initial setup

Connect to custodian

Portfolio data upload

CRM migration

Kick off and user training

Success

Success

Experience WealthArc for free

FrequentlyAskedQuestions

Stay informed with our industry reports

Get free access to
WealthArc for 30 days

Custodian
connections

CHF in
AuM

Number of
users

Easy-to-use
and affordable platform
with trustful data.

Reasons our
clients trust us

Frequently
Asked
Questions