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.
CEO, Phoenix Finance SA
COO at RJ Management
Spring Investment Services AG
CEO - Linvo AG
Partner - Swisspath capital
Head Asset Management - Clarus Capital Group AG
CEO - Octogone Gestion S.A.
Partner Development Manager - Microsoft Switzerland
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 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
Each client has a dedicated
point of contact within our
customer success team. Your
satisfaction will be regularly
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