WealthArc

Name: WealthArc
Address: Dufourstrasse 49, Zürich, CH-8008, CH
Telephone: +41792683693

Data-driven Wealth Management Platform. WealthArc clients enjoy a seamless, just 4-week onboarding period as our team manages the process from end to end.

Using a reliable API engine and automation WealthArc drastically reduces the time needed to complete data unification, consolidation, management, reporting, compliance, and other administrative tasks. WealthArc also provides connection to a growing network of the world’s leading 80+ custodian banks and highly secured data storage. WealthArc works with the most trusted data centers of Swisscom and

Microsoft, ensuring all data is stored and transmitted securely. WealthArc is an award-winning, easy-to-use, and affordable wealth management platform does not require installation or a long, costly set-up. Simply connect us with your bank’s relationship manager, and we’ll do the rest. We help to deliver on client expectations – faster than ever before and with high quality data!

Adresse

Dufourstrasse 49
Zürich
CH-8008

Telefon

+41792683693

Webseite

https://www.wealtharc.com/

Produkte

WealthArc provides an easy-to-use and affordable wealth management platform that does not require installation neither long and often costly set-up. We a robust API engine to fully automatically consolidate and unify data from various custodian banks and is accessible anywhere anytime and from any device with Internet access.
Our smart solution for digital transformation allows wealth managers to focus on growing their business and staying competitive in a rapidly changing world.
WealthArc was founded on the belief that Wealth Management can and should benefit from the latest technologies and digital innovations, in line with other industries.

WealthArc’s solution combines multiple features to give you full control of your portfolios and answer your client needs.

Benachrichtigungen

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Service Kontaktieren

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Verknüpfungen

Kategorie

Computerunternehmen

Our Story

WealthArc provides an easy-to-use and affordable wealth management platform that does not require installation neither long and often costly set-up. We use a robust API engine to fully automatically consolidate and unify data from various custodian banks and is accessible anywhere anytime and from any device with Internet access.

Our smart solution for digital transformation allows wealth managers to focus on growing their business and staying competitive in a rapidly changing world.

WealthArc was founded on the belief that Wealth Management can and should benefit from the latest technologies and digital innovations, in line with other industries, to accelerate growth and attract new generations of clients.

The company has been recognized in many acceleration programs: F10 Incubator, Fidelity Investments Accelerator and Google for Startups Residency Program among others. We have also held a title on the winning list of WealthBriefing European Awards 2017 – in two categories.