Solutions

A sophisticated platform for independent asset managers of any size

Banks

Get insights you haven't imagined before

Family offices

Consolidate all assets effortlessly and bring transparency to complex structures

Investor services

Aggregate custodian, fund, market data, and more

API integrations

Plug-in and automate your consolidation needs via REST API

Partners

Custodians Associations Technology partners

Company

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Insights

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Contact

Frequently asked questions

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 and notifies you when the platform is ready to use.

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 portfolio and client data anytime and anywhere without the burden and running costs of developing and maintaining IT infrastructure in-house. WealthArc supports Windows and Mac OS systems and all leading browsers.

Pricing

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!

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.

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; EU customers – in Amsterdam and Dublin.