We care about your data - automated reconciliation is fully included in our offering!
Unlimited access to all Client Insights you need!
Effortlessly comply with regulation. Wealtharc is Fidleg / Finig Compliant!
We work with the most trusted data centers of Swisscom and Microsoft. Data is not leaving Switzerland!
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