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!

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
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