Multi-custody reporting for you and your investors. You can monitor and report all your liquid and illiquid assets, including real estate, private equity, arts. White-label and customize your reporting to bring your client relationships to the next level. Feed your downstream systems (accounting, etc.) with clean and unified portfolio data .
Automate fund management and fund-lookthrough from any source.
One place to onboard your clients and store all activities, meetings, trades, etc including MS outlook sync. Stay on top of your client history and find relevant information within seconds. Securely store and manage sensitive documents to save time for compliance and audits. Client life cycle management made easy.
Monitor and report all your real estate, private equity, art, and similar investments on our platform. Alternatively, Our open architecture allows for integrations with 3rd party platform.
WealthArc aggregates the following data into one dashbaord.
Contact us with your question and our customer service team will get back to you as soon as possible.