External Asset Managers

Grow your wealth management business and reduce cost at the same time!

Consolidate and manage all your assets with our data-driven wealth management platform.

Improve your client experience, operate efficiently - no more manual data processes.

Solutions for EAMs

Consolidated Portfolio Data
Strategy & Risk Management
Order Management System
Advanced Reporting Capabilites
Portfolio Management

We care about your data - automated reconciliation is fully included in our offering!

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

Unlimited access to all Client Insights you need!

FIDLEG/FINIG
AML Checks
Audit reports
Compliance

Effortlessly comply with regulation. Wealtharc is Fidleg / Finig Compliant!

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

We work with the most trusted data centers of Swisscom and Microsoft. Data is not leaving Switzerland!

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 Us
Initial setup
Arrow

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
Arrow

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

2-3 weeks
Portfolio data upload
Arrow

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

2-3 days
CRM migration
Arrow

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

estimation required
Kick off and user training
Arrow

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

4-5 weeks
Success
Arrow

Each client has a dedicated
point of contact within our
customer success team. Your
satisfaction will be regularly
assessed.

Success

There are people behind our technology!

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
wealtharc_team