New Features & API Connections Release – December 2019

It’s this time of the year again. Holiday season is getting closer and closer but that doesn’t mean we are planning to slow down. Have a look at the latest developments at WealthArc below:

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Cyber-security is always top priority

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• All users are logging to WealthArc with 2-step authentication.
• Access to WealthArc can be restricted to selected customer offices, based on their IP addresses.

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Retrocessions for Funds

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New fees module that allows not only to calculate management and performance fees but now also calculates retrocessions for funds held at different custodian banks. On top it, automatic generation of customized invoicing for clients and fees reports for custodians!

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New APIs

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Series of new APIs to custodian banks has been launched – BNP Paribas, EFG, HSBC, Mirabaud and Neue Bank – exceeding 40 fully automated data feeds.