Frequently asked questions

Q: 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

Q: 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

Q: 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.

Q: 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

Q: 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!

General

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

Our Portfolio Management System is native cloud based and does therefore not require any installation efforts on premise and can be activated within a few days. To activate data feeds of your custodians and respective portfolios we require only the details of your relationship managers you work with and the WealthArc Onboarding Team will take care of the whole set-up process with your banks and with your team right away.

Product

Do I need extensive IT infrastructure to use your solution?

WealthArc is a cloud native Portfolio Management System and therefore does not require any special IT infrastructure and can be accessed via the internet on any web browser.

Pricing

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

Yes we do! You are welcome to explore our solution and capabilities during a limited time period and your most relevant custodian with a POC (Proof of Concept) to explore the real value that we bring to your business.

How much does WealthArc cost?

Our pricing is structure along two components. Frist a minimal onboarding fee to set you up, coordinate with the respective custodians for the data feeds and training sessions for you and your team. Secondly a standard annual subscription fee based on AuM and/or amount of attached portfolios. Please note that we offer two versions of our PMS (WA Essentials for Smaller EAM’s and Family Offices besides WA Exclusive including all feature and functionalities of our Portfolio Management System.

Security

How do you protect your clients’ data?

Our platform and all portfolio and client data is hosted in highly secure, top-tier Microsoft Data Centres within Switzerland. We run regular PEN and Vulnerability Tests to ensure highest security standards are met. To access WealthArc we provide standard login procedures with 2FA (Two-Factor-Authentication).

Experience WealthArc

Start a conversation if you want to schedule a meeting with advisor, check our 30-day free trial, or get to know more about our system or about partnership.