External Asset Managers in Switzerland are underdoing an authorisation process with FINMA until December 2022.
Thereby, their organization needs to comply with a number of requirements for investor protection. By working with lawyers, auditors and clients, WealthArc has built a thorough compliance framework for FinSA. Building on automation and digitalization, WealthArc minimizes manual tasks and centralizes all FinSA workflows on one platform.
Whether you are an organisation of 3 or of 50 people, with WealthArc you can rest assured that your investment process is fully compliant with FinSA.
Less manual work thanks to the automation of day-to-day compliance processes
We set up your Microsoft servers and create logins, upload your logo, asset tree, investment guidelines, and strategies in the system.
Your dedicated onboarding
team opens the connections to
your custodian banks.
We upload your portfolio data in the system from an Excel template.
We support migration of your entire CRM data at additional cost.
We provide the necessary
training online for all users of
Each client has a dedicated
point of contact within our
customer success team. Your
satisfaction will be regularly
We provide dedicated Customer Support for all our users. Would you like to talk to one of our experts or have free demo session?Contact Us