Next-generation investment management platform

WealthArc GmbH

Incorporated

29.04.2015

Headquarters

Zürich

Support

WealthArc is a B2B/B2B2C SaaS platform designed for independent wealth management companies and private banks. Our solution leverages the latest technologies to enhance client experience, increases efficiency and wins new generation of digital-native clients.

At its core, WealthArc uses innovative API technology to provide seamless, real-time integration with custodian banks. Since its founding, WealthArc has perfected this technology and as a result now has robust & battle-tested APIs in nearly 90% of the custodian market in Switzerland.

As a fully automated solution, WealthArc delivers value to its clients equating to an estimated increase of 300% in time efficiency, reduction of costs and improved performance by eliminating human error through automation. As a result, WealthArc unshackles wealth managers to focus on the most important aspect of their business: Client Relationship Management.

WealthArc is powered by the latest technological advancements such as cloud computing, artificial intelligence and Big Data. The WealthArc platform helps wealth managers take full advantage of automation, integrated data and digital processes by harnessing the aforementioned technologies.

WealthArc is a true Software-as-a-Service platform that uses technology to transform the wealth management industry. As opposed to our competitors, who merely provide outsourcing of manual work, WealthArc offers a unique and automated ‘all-in-one’ solution, with no installation and an instant set-up process. Consequently, WealthArc has unlimited scalability potential!