The most advanced data engine on the market with 160+ 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.
Portfolio Management
Consolidated View of Portfolio
Performance calculation
Investment strategies and guidelines
Portfolio benchmarking
Risk Concentration
Client Management
Client Insights
Notes, Calls, "Magic" Emails
Document Management
KYC
Risk Profiling
FinSA Classification with Opt-in/out
Audit & Compliance
AML Checks
Daily automated PEP, Reputation and Sanctions checks powered by Polixis
Audit Report
Guideline Breaches
Expired Document check
Reporting
Customized Client Reporting
One Pager
Performance Contribution Report
Fee Management
Management and Performance fees Calculation
High Water Marks
Invoice Generation
Order Management
Trade Proposal
Multiple Rebalancing
Pre-Trade Checks
WealthArc is built for the next generation of wealth managers, who want to become fully automated and future proof.
Simple, Intuitive and Future Proof
SGVV Members benefit of free onboarding if signed up until June 30, 2026
