Audience

Businesses looking for a data-driven Wealth Management platform to consolidate and manage all their assets

About WealthArc

WealthArc uses a reliable API engine to fully automate, consolidate and unify your wealth data, also reduces the time needed for reporting, compliance and other administrative tasks. WealthArc is an award-winning, user-friendly platform that empowers wealth managers to deliver on client expectations – faster than ever before and with high quality data. The modern asset manager is aware of customers’ growing expectations in terms of security, accessibility, and digitisation. Our innovative platform supports everyday job of asset manager with reliable portfolio management, governance, KYC, CRM, reporting modules and more. WealthArc’s advanced functionalities can safely free time of Single and Multi Family Offices to attend to the finer needs of clients looking for a trust-based relationship.

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Integrations

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Company Information

WealthArc
www.wealtharc.com

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Product Details

Platforms Supported
Cloud
Support
Phone Support
Online

WealthArc Frequently Asked Questions

Q: What kinds of users and organization types does WealthArc work with?
Q: What languages does WealthArc support in their product?
Q: What kind of support options does WealthArc offer?
Q: What other applications or services does WealthArc integrate with?

WealthArc Product Features

Investment Management

Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management
Accounting Management
Benchmarking
Commodities
Fund Management
Payroll & Commissions
Performance Metrics
Risk Management