Harness a new level of client intelligence with WealthArc’s portfolio management solutions.
A mutually beneficial solution for wealth managers and their clients.
Effortlessly comply with regulation. We work with leading partners in the industry to translate new regulation into technology.
Data security is our highest priority. Together with our partner Microsoft, we ensure premium data security standards in the financial industry.
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
Learn how we securely and accurately consolidate your data from different sources with our proprietary ETL algorithms.Contact Us