New Features & API Connections Release – December 2019

December 20, 2019

Product

Radomir Mastalerz

Radomir Mastalerz, our CEO, gained a unique insight into the financial sector while working for UBS in London. He decided to use his engineering & finance background to establish a company that would use technology to make wealth managers’ lives easier.

Meet the team

It’s this time of the year again. Holiday season is getting closer and closer but that doesn’t mean we are planning to slow down. Have a look at the latest developments at WealthArc below:

Cyber-security is always top priority

All users are logging to WealthArc with 2-step authentication.
Access to WealthArc can be restricted to selected customer offices, based on their IP addresses.

Retrocessions for Funds

New fees module that allows not only to calculate management and performance fees but now also calculates retrocessions for funds held at different custodian banks. On top it, automatic generation of customized invoicing for clients and fees reports for custodians!

New APIs

Series of new APIs to custodian banks has been launched – BNP Paribas, EFG, HSBC, Mirabaud and Neue Bank – exceeding 40 fully automated data feeds.

Radomir Mastalerz

Radomir Mastalerz, our CEO, gained a unique insight into the financial sector while working for UBS in London. He decided to use his engineering & finance background to establish a company that would use technology to make wealth managers’ lives easier.

Meet the team

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