Custodians

Transparent, consolidated, high quality data.

+90 custodian connections are built and maintained in-house with our own reliable API engine!

Check our fast-growing
custodian network!

All
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Andbank
Andora
Andora
Aquila Bank
Switzerland
Switzerland
Axion Bank/Banco Stato
Switzerland
Switzerland
Axys
Mauritius
Mauritius
BCV (Banque Cantonale Vaudoise)
Switzerland
Switzerland
BCVs (Banque Cantonale du Valais)
Switzerland
Switzerland
BIL
Switzerland
Switzerland
BNP
Switzerland
Monaco
Switzerland
Monaco
Banca del Sempione
Switzerland
Switzerland
Bank of Singapore (semi-automatic)
Singapore
Singapore
Banque de Luxembourg
Luxembourg
Luxembourg
Barclays
Switzerland
Switzerland
Basler Kantonalbank
Switzerland
Switzerland
Bendura
Liechtenstein
Liechtenstein
Bonhote
Switzerland
Switzerland
Bordier
Switzerland
Singapore
Switzerland
Singapore
Brown Shipley
United Kingdom
United Kingdom
CBH
Switzerland
Switzerland
CFM Monaco
Monaco
Monaco
CIC
Switzerland
Switzerland
Capital International Group
South Africa
Isle of Man
South Africa
Isle of Man
Corner Banca
Switzerland
Bahamas
Switzerland
Bahamas
Cramer
Switzerland
Switzerland
Credit Suisse
Switzerland
Hong Kong
Singapore
Switzerland
Hong Kong
Singapore
Deltec
Switzerland
Switzerland
Donner & Reuschel
Germany
Germany
EFG
Switzerland
United Kingdom
Monaco and other EFG Entities
Switzerland
United Kingdom
Monaco and other EFG Entities
Edmond de Rothschild
Switzerland
Switzerland
Frick
Liechtenstein
Liechtenstein
Gonet
Switzerland
Switzerland
HSBC
Switzerland
Luxembourg
United Kingdom
Channel Islands
Switzerland
Luxembourg
United Kingdom
Channel Islands
Heritage
Switzerland
Switzerland
IHAG
Switzerland
Switzerland
ISP Securities
Switzerland
Switzerland
Interactive Brokers
Switzerland
Miami
USA
and other IB entities
Switzerland
Miami
USA
and other IB entities
Intesa Sanpaolo PB Morval
Switzerland
All other ISPBM Entities
Switzerland
All other ISPBM Entities
J. Safra Sarasin
Switzerland
Monaco
Switzerland
Monaco
J.P. Morgan
Switzerland
USA
Switzerland
USA
Julius Baer
Switzerland
Bahamas
Guernsey
Monaco / Singapore
Switzerland
Bahamas
Guernsey
Monaco / Singapore
Kaiser Partner
Liechtenstein
Liechtenstein
LGT
Switzerland
Singapore
and other LGT entities
Switzerland
Singapore
and other LGT entities
LLB
Liechtenstein
Liechtenstein
Leumi
Israel
Israel
Lombard Odier
Switzerland
Bahamas
Singapore
Switzerland
Bahamas
Singapore
Luzerner Kantonalbank
Switzerland
Switzerland
MCB (Mauritius Commercial Bank)
Mauritius
Mauritius
Mirabaud
Switzerland
Switzerland
Morgan Stanley
United States
United States
Neue Bank
Liechtenstein
Liechtenstein
Northern Trust
Guernsey
Guernsey
Pershing
United States
United States
Pictet
Switzerland
Luxembourg
Spain
Switzerland
Luxembourg
Spain
Piguet
Switzerland
Switzerland
Rahn+Bodmer
Switzerland
Switzerland
Reyl
Switzerland
Switzerland
Rothschild & Co
Switzerland
Switzerland
SYZ
Switzerland
Switzerland
Santander
Switzerland
United States (Miami)
Switzerland
United States (Miami)
Schroders
Switzerland
Switzerland
Societe Generale
Switzerland
Switzerland
St. Galler Kantonalbank
Switzerland
Switzerland
Swissquote
Switzerland
Switzerland
UBP
Switzerland
United Kingdom
Luxembourg, Monaco
Jersey, Bahamas
Switzerland
United Kingdom
Luxembourg, Monaco
Jersey, Bahamas
UBS
Switzerland
Monaco
Italy
Singapore, Hong Kong
Switzerland
Monaco
Italy
Singapore, Hong Kong
VP Bank
Switzerland
Liechtenstein
Singapore
and other VP Bank entities
Switzerland
Liechtenstein
Singapore
and other VP Bank entities
Vontobel
Switzerland
Switzerland
Zuger Kantonalbank
Switzerland
Switzerland
Zürcher Kantonalbank
Switzerland
Switzerland
We connect 5 new custodians every quarter.

Electronic Documents

Bank/API
Account
statements
Advice
Portfolio
statements
Tax
reporting
Transaction
matching
Transaction
receipts
Credit Suisse
Checkmark
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Julius Baer
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Lombard Odier
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UBS
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Vontobel
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Direct Trading

Bank/API
Locations
Julius Baer
Switzerland, Bahamas, Singapore
Pictet
Switzerland, Luxemberg, Spain
UBS
Switzerland, Monaco, Singapore
Vontobel
Switzerland

Is one of your banks not listed?

Find out how we can connect with your bank at no additional cost.

Fast onboarding process

WealthArc clients enjoy a seamless, just 4-week 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.
Contact Us
Initial setup
Arrow

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
Arrow

Your dedicated onboarding
team opens the connections to
your custodian banks.

2-3 weeks
Portfolio data upload
Arrow

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

2-3 days
CRM migration
Arrow

We support migration of your entire CRM data at additional cost.

estimation required
Kick off and user training
Arrow

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

4-5 weeks
Success
Arrow

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

Success

Operate peacefully and precisely  with data you can trust

Learn how we securely and accurately consolidate your data from different sources with our proprietary API integrations.

Contact Us
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