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.
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.
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.
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.
Report clients’ holistic wealth and achieved performance across all asset classes. WealthArc aggregates all your required data sources into one dashboard.
Know what you are paying for. Choose from our 2 transparent pricing models based on your need.
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.
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 centers of Swisscom and Microsoft, ensuring all data is stored and transmitted securely.
We’re proud to represent our clients within some of the leading finance associations.
Through our platform, our clients harness the strength and security of the leading technology providers.
Radomir Mastalerz
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
the application.
Each client has a dedicated
point of contact within our
customer success team. Your
satisfaction will be regularly
assessed.
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