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.

Initial setup

We set up your Microsoft servers and create logins, upload your logo, asset tree, investment guidelines, and strategies in the system.

48 hours

Connect to custodian

Your dedicated onboardingteam opens the connections to your custodian banks.

2-3 weeks

Portfolio data upload

We upload your portfolio data in the system from an Excel template.

1-2 weeks

Kick off and user training

We provide the necessary training online for all users of the application.

2-3 weeks

Success

Each client has a dedicated point of contact within our customer success team. Your satisfaction will be regularly assessed.

Success

Meet our Customer Success Team

Wealtharc Logo

Filip Strach

Customer Success Manager Team Lead

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Julia Wlasiuk

Customer Success Manager

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Ezel Hussen

Customer Success Manager

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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.

Contact us

Frequently
Asked
Questions

Setup time

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

Trial period

Yes! We offer a 30-day pilot to test-drive WealthArc’s capabilities and verify if it delivers real value to your business.

How much does WealthArc cost?

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!

Data protection

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

IT Infrastructure requirements

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

Is WealthArc secure tool?
Pretty much so! We have hired an external independent company to audit us for security and IT based on latest bank-grade standards.
How do you secure data on WealthArc platform?
We connect to the banks using encrypted channels, API, SFTP with strong SSL encryption, just like the banks do on their side. We also use the latest technology stack from Microsoft Azure to ensure compliant with latest IT/ISO standards. Data is our gold and we treat it way anyone would treat such an asset!
How do WealthArc collect data? Do I need to provide some?
We connect to the banks using encrypted channels, API, SFTP with strong SSL encryption, just like the banks do on their side. We also use the latest technology stack from Microsoft Azure to ensure compliant with latest IT/ISO standards. Data is our gold and we treat it way anyone would treat such an asset!

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