A team of dedicated innovators, serving wealth managers since 2015.

No more manual data consolidation

‍Our PMS software allows for holistic asset reporting and by consolidating all liquid and illiquid assets. You can conveniently track and report on all your investments through WealthArc platform. Manual data consolidation can be time-consuming. WealthArc automatically consolidates liquid assets from over 100 custodian banks. The intuitive and user-friendly platform also facilitates the analysis. Therefore, you can go back to more interesting tasks instead of laboriously analysing tables.

‍Order management system - innovated and digitized wealth management

‍Think of WealthArc as a multi-custody online banking. Using our trading module, you can quickly generate multiple trade proposals with just two clicks. Our module makes it easy to execute single orders, bulk orders, and re balancing. You can also automate pre-trade checks and utilize our FIX protocol to send immediate orders to multiple custodian banks or brokers.

‍Strategy and risk management in portfolio management tools

‍You can create your own strategies and set specific guidelines to meet your clients' financial objectives using our platform. Our system will automatically alert you if there are guideline breaches or overdrafts. Plus, you can take advantage of our integration with Refinitiv Workspace to access advanced risk analytics.

‍WealthArc is all about compliance

‍Our CRM module enables you to store all contracts and documents in digital format, providing easy monitoring of document management and quick access to relevant documents during client meetings or audits. You can record all client interactions with dedicated notes, and the full history of transactions, trade orders, and executions will be just two clicks away. To comply with FinSA and AML regulations, notes and documents cannot be amended by users after 30 days.

For example, client meeting notes and investment decisions will be frozen after 30 days. You will also have separate guidelines to track issuer and instrument allocation and be alerted in case of breaches. Our advanced pre-trade checks automatically verify the suitability of each trade, ensuring that the investment is in line with the client's risk appetite.You will have full transparency of all transactions, regardless of the type of transaction. Our notes function enables you to justify or reject guideline breaches, ensuring full transparency on each trade.WealthArc platform operates since 2015 and is appreciated by our clients, compliance managers and auditors.  

Aa a provider of wealth services for Swiss client, the SaaS develops continuously by the clients' needs!WealthArc has offices in Zurich and in Warsaw, we provide the digital services for Their sales revenue has grown up significantly. It’s not what I anticipated. Wealth management in Zurich and digital services for wealth management in Geneva, as well as all around the world. Our advisors are keen to meet in person in Switzerland - just let us know when you are available!

Read about the onboarding process - how to become a user in just 5-7 weeks