Transparent pricing for wealth managers of any size.

Leverage the speed and accuracy of automated workflows and data consolidation in daily activities. Stop compiling data, start analysing it.

16'000.- license fee

10 portfolios/accounts included

400.- per additional portfolio/account

5’000.- once-off onboarding fee (waived for >2 year contracts)

20% Discount on monthly fees for VSV members

Enjoy all WealthArc benefits, regardless of your number of portfolios.

Reconciliation

Unlimited custodian banks

Unlimited AuM

Unlimited users

Number of portfolios/accounts

Are you a VSV member and have 20% off?

0.00-

All prices are in CHF, excluding VAT, and are subject to change.

This pricing is off your budget? Maybe our AuM-based pricing is better suited for your setup.

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WealthArc has special relationships with select associations, such as the VSV.