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External Asset Managers

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

Consolidated Portfolio Data
Strategy & Risk Managmenet
Order Management System
Advanced Reporting Capabilities

Portfolio Management

Harness a new level of client intelligence with WealthArc’s portfolio management solutions.

Relationship Management
KYC & Document Storage
Fees & Management Information System (MIS)

Client Relationship Management

A mutually beneficial solution for wealth managers and their clients.

FIDLEG/FINIG
AML Checks
Audit reports

Compliance

Effortlessly comply with regulation. We work with leading partners in the industry to translate new regulation into technology.

Data security
User Roles & Multi-Factor Authentication
Sensitive data storage

Data security

Data security is our highest priority. Together with our partner Microsoft, we ensure premium data security standards in the financial industry.

Start your journey with us

WealthArc clients enjoy a seamless 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.

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Initial setup

We set up your Microsoft servers and create logins, upload your logo, asset tree, investment guidelines, and strategies in the system.

48 hours
Connect to custodian

Your dedicated onboarding
team opens the connections to
your custodian banks.

2-3 weeks
Portfolio data upload

We upload your portfolio data in the system from an Excel template.

2-3 days
CRM migration

We support migration of your entire CRM data at additional cost.

estimation required
Kick off and user training

We provide the necessary
training online for all users of
the application.

4-5 weeks
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.

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