Cookie Consent

By clicking “Accept”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

Privacy Preferences

Essential cookies

Required

Marketing cookies

Essential

Personalization cookies

Essential

Analytics cookies

Essential

Reject all cookies Allow all cookies

Heading

Home button - Click to go home

Solutions

All-in-one platform for independent asset managers of any size

Get insights you haven't imagined before

Consolidate all assets effortlessly and bring transparency to complex structures

Investor services

Aggregate custodian, fund, market data, and more

Ensure Compliance with FinSA (FIDLEG/LSFin)

API integrations

Plug-in and automate your consolidation needs our API engine

Partners

Custodians Associations Technology partners

Company

About us Careers Awards

Insights

Articles Reports

Frequently asked questions

General

How much of my time is required for the setup of WealthArc in my company?

None. Or very close to none. All we need from your side are the contact details of the relationship managers within the custodian banks you work with. WealthArc’s team takes care of the whole set-up process with these banks

Product

Do I need extensive IT infrastructure to use your solution?

No. The only things that you need are an Internet connection and a PC or Mac with an Internet browser. Our solution is fully web-based. It means that you can access your

Pricing

Do you offer a trial period before signing a long-term contract?

Yes! We offer a 30-day pilot to test-drive WealthArc’s capabilities and verify if it delivers real value to your business.

How much does WealthArc cost?

Beyond the setup fee and base monthly fee (which includes 10 portfolios), WealthArc’s pricing depends only on the number of additional portfolios you are managing. Unlimited AuM, unlimited users, unlimited bank connections!

Security

How do you protect your clients’ data?

Our platform and all the portfolio and client data is hosted only in highly secure, top-tier Microsoft data centres. For our Swiss customers, sensitive data is stored in Switzerland (Zurich & Geneva); APAC customers – in Singapore

Was your question not answered?

Contact us with your question and our customer service team will get back to you as soon as possible.

wealtharc_team

WealthArc AG
Dufourstrasse 49
CH-8008 Zürich

contact@wealtharc.com

+41 79 268 36 93

Manage cookies

Pricing

FAQs

Login

Company

Solutions

External Asset Managers

Investor Services

API Integrations

Partners

Insights