Intuitive technology for holistic wealth management.
Intelligently manage & supervise all financial and non-financial assets. Truly holistic wealth management with one intuitive platform that sets you apart.
Consolidated Portfolio Data
Automate everyday processes and remove manual consolidation from your workload. WealthArc sources, consolidates, and presents portfolio data in an intuitive, user-friendly format. Stop searching for data, start analysing it.
Strategy & Risk Management
Create your strategies and add specific guidelines to meet your client's financial objectives. Get automated alerts in case of guideline breaches, overdrafts, and new AML transactions. In addition, benefit from the integration with Refinitiv for advanced portfolio analytics.
Order Management System
Use our trading module to generate multiple trade proposals in 2-clicks. Single orders, bulk orders and rebalancing, all with ease. Automate pre-trade checks and use our FIX protocol send immediate orders to custodian banks.
Advanced Reporting Capabilities
Generate a range of holistic and white-labeled 360°- view documents of portfolio structure and performance, in several languages.
We help you achieve holistic asset consolidation and wealth planning thanks to the combination of liquid and illiquid assets. Monitor and report all your real estate, private equity, art, and similar investments on our platform.
Generate a range of holistic, white-labeled documents that offer a 360° view of portfolio structure and performance, in several languages.
Pin-point your strongest performance contributors through our dedicated performance contribution report.
Complex Legal Structures
Visualize trust structures and families. Define roles and relationships. Customizable reports for any mandate, whether individual or corporate.
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?