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