Technology that empowers the wealth manager of tomorrow
Demonstrate your value beyond returns. Build a net-positive experience with clients by offering strong risk transparency, best-in-class reporting, and trustworthy technology. Build it with WealthArc.
Solutions for EAMs
Portfolio Management
Harness a new level of client intelligence with WealthArc’s portfolio management solutions.
Client Relationship Management
A mutually beneficial solution for wealth managers and their clients.
Compliance
Effortlessly comply with regulation. We work with leading partners in the industry to translate new regulation into technology.
Data security
Data security is our highest priority. Together with our partner Microsoft, we ensure premium data security standards in the financial industry.
Fast onboarding process
WealthArc clients enjoy a seamless, just 4-week onboarding period as our team manages the process from end to end. Simply connect us with your bank’s relationship manager, and we’ll do the rest.
Contact UsInitial setup
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We set up your Microsoft servers and create logins, upload your logo, asset tree, investment guidelines, and strategies in the system.
Connect to custodian
Your dedicated onboarding
team opens the connections to
your custodian banks.
Portfolio data upload
We upload your portfolio data in the system from an Excel template.
CRM migration
We support migration of your entire CRM data at additional cost.
Kick off and user training
We provide the necessary
training online for all users of
the application.
Success
Each client has a dedicated
point of contact within our
customer success team. Your
satisfaction will be regularly
assessed.
Success
Operate peacefully and precisely in a first-class data security environment
Learn how we securely and accurately consolidate your data from different sources with our proprietary ETL algorithms.
Contact Us
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