Family offices

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.

Solutions for family offices

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

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

Account Statement
Contributions Reporting
Complex Legal Structures
Advanced Reporting Capabilities

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

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