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
Company Information
WealthArc
www.wealtharc.com
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Product Details
Platforms Supported
Cloud
Support
Phone Support
Online
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