It’s not just an Asset Management Software, it’s your key to the future of investing.See it in action
WealthArc offers a solution specifically designed for asset managers powered by latest technologies. Other tools make portfolio manager’s life easier but WealthArc also helps you to become a real trusted adviser. Focus on your clients and deliver them an exceptional experience. WealthArc makes this possible thanks to its unique features:
Leverage on artificial intelligence and decision support systems to build trust in your decisions
Foster relations by giving your clients access to portfolios anytime and anyplace.
Manage your portfolios according to defined strategies and investment guidelines.
See it in action
As an asset manager, you need a solution that delivers accurate data at your fingertip. WealthArc’s solution integrates all your data and therefore streamlines your operations by automating manual processes. The intuitive platform lets you analyse all information and communicate what is most important to your clients. Eliminate manual documentation and unify all steps of your processes in one platform and no longer use multiple systems to keep track.
WealthArc’s solution covers your entire workflow from front- to back-office. Manage all your data, consolidate portfolios and create sophisticated model portfolios where you apply our smart rebalancing technology. Construct and share customized analyses and client reports within seconds. Forget to manually copy & paste data and better rely on WealthArc’s decision support system: save precious time and mitigate your operational risk.
Transparency is a prerequisite for good governance and sound financial regulation. WealthArc’s solution makes it easy for you to keep track of your investments. The solution automatically performs investment guideline and limits checks on a daily basis. Erase cares about regulations and enhance your business practices by automating daily portfolio health checks.