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.

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.
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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

Was your question not answered?

Contact us with your question and our customer service team will get back to you as soon as possible.

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