Advancing the WealthArc PMS: Key Features Delivered in Q1 2026

The first quarter of 2026 was a highly productive period for WealthArc, with a strong focus on compliance, platform stability, and expanding product capabilities. We concentrated on delivering critical improvements while also advancing several strategic initiatives.

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Below is an overview of the most important features and enhancements introduced in Q1.

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A Strong Focus on Compliance

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Compliance remained one of our top priorities in Q1, with several key capabilities introduced to improve regulatory alignment, usability, and data transparency.

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Improved Notes Workflow & Usability

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We introduced enhancements to streamline how notes are managed across transactions:

• Bulk Notes on Transactions allow users to add a single note to multiple transactions at once, significantly reducing manual effort.  

• Notes Templates provide reusable, standardized structures, ensuring consistency and efficiency in documentation.  

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These features simplify day-to-day workflows while maintaining high compliance standards.

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Polixis API Upgrade

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We upgraded our integration to align with the new Polixis API, ultimately delivering more accurate and reliable compliance results for our users.

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Enhanced Investment Guidelines

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To better support regulatory requirements, we introduced the ability to classify instruments as Diversified Assets. These assets are now excluded from maximum allocation per instrument rules, enabling more flexible and compliant portfolio construction.

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Expanded Client Insights

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We extended the Involved Partners classification by adding new roles such as Beneficiary, Advisor, Lawyer, Settlor, and more. This enhancement allows for more detailed and accurate client relationship mapping.

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UX Improvements for Better Decision-Making

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We continued refining the user experience to make the platform more intuitive and actionable.

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Dashboard Enhancements

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• A new Maturing Instruments Alert in the Manager Dashboard now includes portfolio, relationship manager, and value context, supporting faster and more informed decisions.  

• Dashboard Attribute Alignment improves consistency and usability across views, making navigation smoother and more predictable.  

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Instrument Universe Expansion

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We added a new “Investment Type” column, helping users filter and navigate the investment universe more efficiently.

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Expanding Integrations and Data Capabilities

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We continued to strengthen our data ecosystem by expanding integrations and evaluating new providers to improve both coverage and quality. These efforts are aimed at giving clients broader access to critical data while ensuring accuracy, reliability, and cost efficiency across the platform.

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New E-Document Integrations

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We introduced new custodian integrations with EDR and EFG, expanding document coverage and improving accessibility for clients.

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Client Enablement and Customization

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We introduced white labeling capabilities for our clients, enhancing branding flexibility and allowing firms to better tailor the platform to their identity.

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New Asset Class Support: Crypto

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Q1 marked an important milestone with the introduction of cryptocurrency support.

• Integration with CoinGecko enables crypto valuation  

• Initial rollout completed with a pilot banking client

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Further enhancements in this area are planned to expand how crypto assets can be managed within portfolios, including the capability to simulate crypto assets in manual portfolios.

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WealthArc Data Box: Increased Transparency

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We enhanced our API by introducing portfolio positions and transactions audit, allowing users to track:

• When positions were created  

• When they were last modified  

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This provides greater transparency and supports operational control.

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Infrastructure Improvements

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• Migration to Azure Functions V4 improved stability and reduced the risk of stalled processes  

• Recalculation prioritization (high/low queues) ensures faster handling of recent data compared to historical updates  

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Portfolio Recalculation Engine Optimization

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We significantly enhanced the recalculation engine by:

• Improving efficiency, reliability, and data consistency  

• Introducing monitoring metrics (PnL, Position Values, Portfolio Performance)  

• Redesigning queue segmentation to reduce cross-tenant impact  

• Supporting faster processing and more proactive issue detection

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Looking Ahead

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While Q1 focused heavily on compliance and foundational improvements, it also set the stage for several major initiatives in the coming quarters. Projects such as expanded crypto capabilities and enhanced data processing are already underway.

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Overall, Q1 2026 reflects a balanced approach: delivering on roadmap commitments, responding to regulatory needs, and investing in long-term platform scalability.