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 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