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
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
Yes! We offer a 30-day pilot to test-drive WealthArc’s capabilities and verify if it delivers real value to your business.
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!
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
Contact us with your question and our customer service team will get back to you as soon as possible.