Get insights you haven't imagined before.
Transparency on their client's entire wealth is what banks are looking for – and what WealthArc provides.
This is some text inside of a div block.
Provide your clients with a holistic overview of their portfolio assets
Holistic Asset Overview for your Advisors
The future of private banking is here. Advisors get a 360-degree asset overview of the investor across different custodian banks. For better advice and increased sales.
Holistic Asset Overview for your Investors
White-labelled, multi-custody portal for investors. Holistic wealth reporting, trade execution, document exchange.
Automation of onboarding and recurring compliance checks between EAMs and custodians. Self-service access to relevant KYC data for custodians, leading to increased efficiency for Relationship Managers.
A white-label platform dedicated to your (U)HNWI clients
There are people behind our technology!
We provide dedicated Customer Support for all our users. Would you like to talk to one of our experts or have free demo session?