WealthArc

WealthArc is a comprehensive wealth management platform designed to cater to the needs of financial institutions, including banks, family offices, EAMs (External Asset Managers), and custodians. According to the vendor, this cloud-based platform offers a fully integrated solution for portfolio management, client reporting, and investor services. With its range of features and functionalities, WealthArc aims to streamline daily activities, automate workflows, consolidate data, and enhance client relationships. It is positioned as an ideal solution for small to large financial institutions in the banking, family office, EAM, and custodian industries.

Key Features

Digital Client Portal: According to the vendor, WealthArc provides a secure and personalized online platform for wealth managers to offer their clients access to investment portfolios, performance reports, and other financial information. Clients can view holdings, track performance, and access detailed reports.

Automation of Portfolio Management: The vendor claims that WealthArc streamlines operations by automating portfolio management processes. It enables wealth managers to automate portfolio rebalancing and trade execution based on predefined strategies and rules, aiming to reduce manual workload and minimize errors.

Integration with Custodian Banks: According to the vendor, WealthArc integrates seamlessly with custodian banks, facilitating data exchange and automated reconciliation of holdings and transactions. The platform supports secure interfaces with leading custodian banks, aiming to ensure accurate and real-time portfolio monitoring and reporting.

Compliance and Regulatory Reporting: The vendor states that WealthArc offers robust compliance and regulatory reporting capabilities, automating the generation of reports like MiFID II, FATCA, and CRS. This is intended to ensure adherence to industry regulations and reduce the risk of non-compliance and associated penalties.

API Integrations: According to the vendor, WealthArc provides API integrations with various third-party systems and services, allowing wealth managers to connect and exchange data with other software applications commonly used in the industry. This is said to enhance the overall efficiency and effectiveness of wealth management operations.

Onboarding and Client Data Management: The vendor claims that WealthArc streamlines the onboarding process by automating data collection and client profiling. The platform captures and centralizes client data, aiming to enable efficient management, tracking of interactions, and generation of personalized investment proposals.

Reporting and Analytics: According to the vendor, WealthArc offers comprehensive reporting and analytics capabilities, enabling wealth managers to generate customized reports and gain insights into portfolio performance, asset allocation, and risk exposure. It provides a range of pre-built report templates for analysis and data-driven decision-making.