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The First Platform dedicated to Small-Sized Wealth Managers.

Use our intuitive solution to manage your clients and simplify regulatory compliance.

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Schedule free demo and explore the benefits firsthand!

In recent years, External Asset Managers have been operating in a more and more difficult environment: uncertainty of financial markets, rise of international (and no longer just local) competition, a general increase in operating costs and stagnation of management fees.

The situation has become even more complex in Switzerland by the arrival of the new Finma licence in 2024.

While midsized and large EAMs hardly managed to adapt to those new constraints, it has been extremely challenging for small-sized EAMs (1000 of them did not even apply for new Finma license).

Recognizing this, WealthArc has developed the first platform specifically designed for small-sized wealth managers: WealthArc Essentials.

WealthArc Essentials - your solution to fight against:

FIDLEG FINIG new requirements

FIDLEG / FINIG new requirements

Increase of operating costs (IT, employees)

Increase of operating costs (IT, employees)

Inflation

Inflation

Uncertainty of financial market

Uncertainty of financial market

Overall stagnation of management fee

Overall stagnation of management fee

Raise of global competition

Raise of global competition

How do we help small-sized EAMs grow?

By automating the following processes:

 Regulatory compliance
Client Onboarding
 Audits
 Portfolio Data Consolidation

Therefore Small-Sized EAMs can focus on:

 Optimising existing client services
 Setting up growth strategy and offering diversification
 Setting up strategic partnerships
 Fidelising existing clients

Wealth Application

Portfolio Management

Consolidated View of Portfolios

Get a consolidated view of all your wealth, assets and performance at your fingertips.

Investment Strategy and Guidelines

Set up and execute your investment strategies and receive alerts in case of guideline breaches.

 

Portfolio Management
Client Management

Client Management

Client Onboarding 

Digitalise your onboarding process. All relevant KYC information relevant for onboarding is made easily accessible. Securely save sensitive documents and save time for compliance and audits.

Relationship Management

One place to store all client activities, meetings, trades, calls and more. Stay on top of your client history and find relevant information on the spot. Client life cycle management made easy.

Audit & Compliance

Regulatory Compliance

Classify your clients in line with your regulatory requirements. Assess and document client risk profile through customizable suitability and appropriateness digital questionnaire. Our compliance dashboard includes document management system, currency and asset concentration, Guideline breaches. All data can easily be reported to the regulator.

AML Checks

Get automated alerts for new Anti Money Laundering transactions and set up your own approval process workflow. In addition, automatically receive and store E-documents from different custodian banks.

Audit reports

Give regulators and auditors digital access to any information they require. Zero effort for you. Save time and money.

 

Audit & Compliance

Why Us?

 

      Simple and easy to use

     3-week onboarding process

    10,000 CHF annual fee

   Cloud-based, no IT requirements

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WealthArc AG
Dufourstrasse 49, CH-8008 Zürich

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