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.
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.
Provide your clients with a holistic overview of their portfolio assets
To meet the need of a large European bank, WealthArc has delivered a white-labelled cloud-based platform dedicated to the banks' HNWI clients. Thereby investors gain a 360 view of their multi-custody assets and performance. Truly holistic asset management, accessible anytime anywhere.
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