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Industry Reports

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Customer Success Story: WINVEST ASSET MANAGEMENT
WealthArc empowered WINVEST ASSET MANAGEMENT with a single source of truth across 12 custodian banks, pairing automated data-quality controls with seamless integration to drive efficiency, transparency, and compliance.
Customer Success Story: Octogone
WealthArc delivered a unified data backbone for Octogone's international operations, coupling global custodian connectivity with an automated reconciliation engine to guarantee actionable and trusted data quality.
The Power Automation
At WealthArc we know that pure data is the basis of a fully informed decision. That is why we put great amount of effort into data reconciliation processes.
The summary of the differences between on-premise and cloud solutions
Make only fully informed decisions! Download an easy-to-use download about the differences between on-premise and cloud-based tools and learn about the advantages and disadvantages of each solution!
Fight the EAM margin squeeze
Get the latest industry report on Swiss Wealth Managers' fee models. Dig deep into data-driven market insights and protect your profitability now and in the future.
How COVID-19 impacts Wealth Management
The pandemic has brought about an unprecedented time for Wealth Managers, particularly in Switzerland as the world's leading Wealth Management hub. How are Wealth Managers responding to the crisis?