Start your journey with us
WealthArc clients enjoy a seamless 5-7 weeks onboarding period as our team manages the process from end to end. Simply connect us with your bank’s relationship manager, and we’ll do the rest.
We set up your Microsoft servers and create logins, upload your logo, asset tree, investment guidelines, and strategies in the system.
48 hours
Your dedicated onboarding team opens the connections to your custodian banks.
2-3 weeks
We upload your portfolio data in the system from an Excel template.
1-2 weeks
We provide the necessary training online for all users of the application.
2-3 weeks
Each client has a dedicated point of contact within our customer success team. Your satisfaction will be regularly assessed.
Success
Meet our Team
Filip Strach
Customer Success Manager Team Lead
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Julia Wlasiuk
Customer Success Manager
Ezel Hussen
Customer Success Manager
Magdalena Ruta
Onboarding Manager
Experience WealthArc
Start a conversation if you want to chedule a meeting with advisor,
check our 30-day free trial, or get to know more about
our system or about partnership.
Frequently
Asked
Questions
None. Or very close to none. All we need from your side are the contact details of the relationship managers within the custodian banks you work with. WealthArc’s team takes care of the whole set-up process with these banks
Yes! We offer a 30-day pilot to test-drive WealthArc’s capabilities and verify if it delivers real value to your business.
Beyond the setup fee and base monthly fee (which includes 10 portfolios), WealthArc’s pricing depends only on the number of additional portfolios you are managing. Unlimited AuM, unlimited users, unlimited bank connections!
Our platform and all the portfolio and client data is hosted only in highly secure, top-tier Microsoft data centres. For our Swiss customers, sensitive data is stored in Switzerland (Zurich & Geneva); APAC customers – in Singapore
No. The only things that you need are an Internet connection and a PC or Mac with an Internet browser. Our solution is fully web-based. It means that you can access your
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