Case study

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The Facts

The challenge

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WealthArc's role

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The results

Across all functions, WealthArc saves us around 140,000 CHF a year. Before the invoicing and reporting had been outsourced and took a full three weeks to complete. Now, with WealthArc we do it in-house in only four days.

Silvia Marques

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COO at RJ Management

Our belief

We believe that, using the right tools, wealth managers can fully support their clients through the unpredictable challenges of today’s environment

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