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

Portfolio Management

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

Client Relationship Management

Unlimited access to all Client Insights you need!

Compliance

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

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.

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

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?