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