The most advanced data engine on the market with 130+ in-house built custodian connections. Automated reconciliation that identifies 99.87% of custodian errors, eliminating manual work and providing validated, and trusted data to our clients.
Data Confidentiality
Keep your data safe, anytime.
Data is stored locally on Microsoft Azure servers, always encrypted: in transit and at rest (AES 256 encryption protocol). Client Sensitive Data are isolated from Portfolio Data.
User-Friendly
Our system is easy to use.
Our intuitive application, designed in collaboration with clients, offers the most user-friendly platform in the market, allowing employees to use the tool from day one without lengthy or expensive training.
Ownership
Stable ownership and 10 years market experience.
We serve wealth management clients for 10 years. WealthArc is owned by a global family office and other investors, ensuring a stable, long-term ownership structure that mitigates succession issues and supports strategic growth.
End-to-end Digital Platform to manage Wealth holistically.
Achieve higher operational efficiency and better client experience.
