WealthArc is a company that provides a unified platform designed to streamline and enhance wealth management processes. Through its advanced technology, it enables wealth managers (and related businesses) to streamline their operations, enhance customer experience, and make better, more profitable investments. In this article, we look at this platform in slightly more detail.
What Is WealthArc?
WealthArc is a company that offers a cloud-based wealth management solution that simplifies portfolio management, client engagement, compliance, and data integration (the WealthArc platform). It connects wealth managers with custodians and brokers, offering real-time insights and enhancing overall operational efficiency.
The solution is based on cloud technology, comes with the finest security features (including encryption, storing your data in a separate database and APIs) and uses a large, innovative tech stack, including generative AI. As such, it is a tool that can be used to automate, improve and remodel the way your wealth management organization works.
Main WealthArc Features
Versatility is one of WealthArc’s main advantages. The platform offers you multiple features, including, but not limited to:
- Real-time data aggregation—connecting with over 130 global custodians for up-to-date portfolio data.
- Client reporting—customizable reports for transparent communication with clients.
- Compliance automation—built-in AML and KYC processes to meet regulatory standards.
- API integrations—seamless integration with existing tools for a streamlined workflow.
- Cybersecurity—multi-layered protection in partnership with Swisscom to ensure data security.
Who Is WealthArc For?
WealthArc is built to meet the diverse needs of financial institutions and professionals managing complex wealth portfolios. Its intuitive platform and advanced tools make it an ideal choice for organizations that require seamless operations, real-time data access, and robust compliance capabilities. Below is a breakdown of the key users that can benefit from WealthArc’s solutions:
- wealth managers,
- private banks,
- family offices,
- compliance officers,
- external asset managers (EAMs).
Each of these users benefits from WealthArc’s ability to simplify data management, automate compliance, and enhance client communication. Therefore, it is a platform that will prove its worth in almost any area or business in the wealth management industry.
Why Use WealthArc?
WealthArc offers a modern, cloud-based platform that eliminates the inefficiencies of traditional, on-premise systems. As such, it offers businesses multiple benefits, including:
- Cloud-based efficiency—reduced hidden costs and decreased cyber threat risk associated with maintaining on-premise tools.
- Automation—streamlined client reporting, compliance checks, and data aggregation, saving time and reducing manual errors.
- AI-driven insights—valuable insights on portfolio performance and risk management derived from custom AI models.
- Cybersecurity—a multi-layered security, ensuring data privacy and protection against cyber threats.
- Cost-effectiveness—lower costs than those of traditional systems.
All of the above are the main reasons why wealth management firms, family offices, and banks should switch to WealthArc—it’s a platform that can take your business to the next level.
The Takeaway
WealthArc is a powerful, secure, and innovative solution for wealth management professionals looking to streamline their operations, enhance client relationships, and stay compliant in an increasingly complex financial environment. Therefore, we can personally recommend investing in it—the initial costs will pay off in the form of higher efficiency, better results, and, most of all, enhanced customer satisfaction.
