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Articles

Time eaters vs time savers: how WealthArc saved 1144 days for our clients in 2022
May 19, 2023
Product
What to consider when choosing a wealth management tool?
May 9, 2023
Wealth management
Hidden costs of on-premise tools. Cloud-based vs on-premise wealth management solutions
April 25, 2023
Wealth management
Well-suited Portfolio Management System for EAM - how to choose the best one for your company
April 12, 2023
Wealth management
3 Quality Data Characteristics That Ensure a Streamlined Decision-Making
April 12, 2023
Wealth management
Is it possible to benefit from AI in wealth management industry?
April 5, 2023
Wealth management
7 Reasons to Choose Cloud-Based Portfolio Management Software
March 23, 2023
Wealth management
3 ways to calculate the rate of return on an investment – and which is best for EAM?
January 19, 2023
Wealth management
See the webinar! Wealth Talks: Custody fees unraveled
November 8, 2022
Product
Wealth Talks: Custody fees unraveled - watch the webinar
November 8, 2022
Product
WealthArc and Greenlock webinar. "Wealth Talks: Custody fees unraveled"
October 24, 2022
Wealth management
E. de Bejarry for "Focus Finance 2022": Our mission is to support
October 20, 2022
Industry news
WealthArc and GreenLock join forces
October 20, 2022
Press
Case study: How Winvest is using WealthArc and benefits in everyday work
October 20, 2022
Product
See behind the curtain - how Swiss independent asset managers invest in times of change
June 14, 2022
Industry news
Key benefits of digitalization of compliance for independent wealth managers
May 19, 2022
Wealth management
Interview with Silvia Marques, COO at RJ Management
May 4, 2022
Product
WealthArc once again listed in WealthTech100!
May 2, 2022
Industry news
Keep calm and digitalize your compliance - webinar
April 13, 2022
Wealth management
Interview with Silvio Sestito, CEO at Phoenix Finance SA
April 6, 2022
Product
Client’s Success Story – Swisspath
December 1, 2021
Product
Eleutheria Wealth Launches Digital Transformation with WealthArc
December 1, 2021
Industry news
The Major Challenge of Data Consolidation in Wealth Management
December 1, 2021
Wealth management
How to Ensure Profitability When EAM Fees Are Shrinking
December 1, 2021
Wealth management
WealthArc Launches Direct Trading via FIX Protocol
December 1, 2021
Product
Portfolio Management System Implementation – The Client’s Perspective
November 17, 2021
Product
Take your company’s cyber-security to a new level with WealthArc
November 17, 2021
Product
Who Are the Winners in the New Reality of Wealth Management
November 17, 2021
Wealth management
New Features Release – July 2020
November 17, 2021
Product
Save up to 40 hours per quarter by invoicing with WealthArc
November 17, 2021
Product
7 Action Points for Post-COVID Reality in Wealth Management
November 17, 2021
Wealth management
Why are the electronic documents becoming the new market standard?
November 17, 2021
Wealth management
WealthArc Expands Its Business with a New Office in Geneva
November 17, 2021
Press
New Features and APIs Release – April 2020
November 17, 2021
Product
WealthArc clients work smarter with structured products
November 17, 2021
Press
Inside the PMS: Data Consolidation Step by Step
November 17, 2021
Product
New Features Release – June 2020
November 17, 2021
Product
WealthArc Recognizes Top 50 External Asset Managers Again
November 17, 2021
Industry news
Three simple steps for the model portfolio rebalancing
November 17, 2021
Product
How digital tools help to maintain business during the actual crisis – The Wealth Manager’s perspective
November 17, 2021
Wealth management
New Features Release – May 2020
November 17, 2021
Product
5 to Top 50: Belvoir Capital Predicts More Focus on Digitisation in 2021
November 16, 2021
Wealth management
5 to Top 50: Lakefield Partners about Speeding up the WealthTech Revolution
November 16, 2021
Wealth management
Top-Notch Executives Join WealthArc to Accelerate its Business Growth
November 16, 2021
Press
How to Manage Your Alternative Investments Easier and Cheaper
November 16, 2021
Wealth management
5 to Top 50: Hérens Quality Asset Management on COVID-Resistant Portfolios
November 16, 2021
Wealth management
2020 at WealthArc: Business Review
November 16, 2021
Press
5 to Top 50: swisspartners about Coping with the Unpredictable
November 16, 2021
Wealth management
WealthArc Joins OpenWealth to Shape the Global API Standard
November 16, 2021
Press
2020 at WealthArc: Product Review
November 16, 2021
Product
Creating a “One-Stop-Shop” for Wealth Management Professionals – Refinitiv Data Platform Integration
November 16, 2021
Product
5 to Top 50: Clarus Capital Group about the Importance of Trust and Transparency
November 16, 2021
Wealth management
WealthArc among Top 5 Swiss Growth FinTechs
November 16, 2021
Press
WealthArc Secures New Financing to Become Next-Generation Wealth Management Hub
November 16, 2021
Press
Our New Series of Events Is Here – Welcome To The Wealth Talks!
November 1, 2021
Industry news
GAFA in the world of finance: lurking at Wealth Management?
November 1, 2021
Industry news
New Features Release – March 2020
November 1, 2021
Product
New Features and API Connections Release – February 2020
November 1, 2021
Product
Top 5 WealthArc features that help Wealth Managers work remotely
November 1, 2021
Wealth management
2020 Is Already Here! Let’s See How WealthArc Evolved in 2019
January 8, 2020
Industry news
New Features & API Connections Release – December 2019
December 20, 2019
Product
New Features and API Connection Release – October 2019
October 29, 2019
Product
RJ Management, 2bn Wealth Management Firm from Geneva, Announces WealthArc Integration
October 23, 2019
Press
WealthArc Wins the First Client in Lugano
October 21, 2019
Press
Swisspath Capital, Zürich-based multi-family office, goes for WealthArc
September 26, 2019
Press
New Features & API Connections Release – September 2019
September 26, 2019
Product
WealthArc & Refinitiv Compliance Roadshow | 17th-18th September 2019
August 23, 2019
Industry news
New Features & API Connections Release – August 2019
August 23, 2019
Product
Portfolio Management Solutions Pricing Models. Where’s the Catch?
August 22, 2019
Wealth management
From 4 to 40 in 4 Years – Executing a FinTech Scale Up Plan
August 21, 2019
Press
WealthArc Launches Two New Fully Automated Interfaces to Société Générale and CFM Indosuez
July 17, 2019
Product
New Features Release – July 2019
July 16, 2019
Product
New Hires Set to Strengthen WealthArc Marketing, Customer Success and Project Management Departments
July 15, 2019
Press
WealthArc & Swisscom Cybersecurity in Wealth Management + Summer Apéro
July 10, 2019
Industry news
WealthArc at Luxembourg’s Fintech Awards 2019
July 9, 2019
Press
Swiss Wealth 2019: Inside the Citywire’s Top 50 Awards Ceremony
July 4, 2019
Industry news
Writing the Future of Finance
June 13, 2019
Press
A Regulation Revolution In Wealth Management
May 15, 2019
Wealth management
New Features & API Connections Release – January 2020
May 2, 2019
Product
The Smartest Way to Consolidate Portfolios from Custodian Banks
April 22, 2019
Wealth management
WealthArc Launches a Fully Automated Interface to Aquila Bank
April 21, 2019
Product
Automation: The Key to Wealth Management in the Data Age
April 20, 2019
Wealth management
WealthArc Hires New Business Development Manager From BlackRock
April 15, 2019
Press
WealthArc Programmers Win Europe’s Biggest FinTech Hackathon
January 4, 2019
Press
Digital Client Portal: The Wealth Manager’s Key to HNWI Loyalty
January 1, 2019
Wealth management
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