WealthArc clients work smarter with structured products

April 9, 2020
Press

Zurich, 8th April 2020, WealthArc, a Swiss FinTech company, has announced integration with Leonteq, a leading Marketplace for Structured Investment Products in Switzerland. From now on, all external asset managers, who are customers of WealthArc, can easily access details and term-sheets of Leonteq issued structured products they invested indirectly on WealthArc.

Structured Products

Structured Investment Products are an interesting alternative to classic stocks and bonds. They offer more complex solutions that enrich the Wealth Manager portfolio and deliver new investment opportunities. Especially in the prevailing low-interest-rate environment, Structured Products should be an integral part of asset allocation for Wealth Managers.

The integration with Leonteq’s public API allows WealthArc to provide information and documents generated on Leonteq’s platform for each structured product position in the portfolio. All of that is easily accessible in an intuitive view.

“Our mission is to automate processes with technology, make data integration easy and provide wealth managers with key information right where they need it.“ says Chris Gogol, Founder, and CEO of WealthArc.

Leverage investment analytics

WealthArc users can now analyse their investments into structured products directly in Positions View, with a possibility to filter, sort and search by Underlyings, Coupons, Fixing Date and more.

What is more, users can one-click download Termsheets and Product Reports conveniently in the portfolio. These documents offer advanced analytics ranging from Performance, Delta and Vega to tracking Prices or Auto-call levels – all to provide you with maximum information about your investments, right where you need it.

About WealthArc

WealthArc is an easy to implement all-in-one portfolio management solution that automates manual processes and speeds up daily work of professional wealth managers. The FinTech platform automatically consolidates portfolios from custodian banks and gives relationship managers back the time needed to grow the business and attract new, HNW clients.