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WealthArc

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WealthArc Overview

WealthArc is a sophisticated investment management software designed to help financial advisors and wealth managers streamline their investment processes. This platform provides comprehensive tools for managing client portfolios, tracking performance, and analyzing investment strategies, ensuring that advisors can deliver exceptional service to their clients. Users can easily monitor asset allocations, generate reports, and assess risk exposure, promoting informed decision-making. WealthArc includes features for client communication, allowing advisors to share insights and updates effectively. The software supports integration with various financial and trading platforms, enhancing overall investment management efficiency. Ideal for financial advisors and wealth management firms, WealthArc improves portfolio management, enhances client engagement, and ultimately drives success in investment strategies.

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Contact Details

  • Vendor Name WealthArc
  • Founded
  • Location Switzerland

Support

    NA

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Banking, Insurance, Investment Management

WealthArc Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

WealthArc Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • CHF (Fr.) CHF (Fr.)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

WealthArc FAQs

WealthArc is a sophisticated investment management software designed to help financial advisors and wealth managers streamline their investment processes. This platform provides comprehensive tools for managing client portfolios, tracking performance, and analyzing investment strategies, ensuring that advisors can deliver exceptional service to their clients. Users can easily monitor asset allocations, generate reports, and assess risk exposure, promoting informed decision-making. WealthArc includes features for client communication, allowing advisors to share insights and updates effectively. The software supports integration with various financial and trading platforms, enhancing overall investment management efficiency. Ideal for financial advisors and wealth management firms, WealthArc improves portfolio management, enhances client engagement, and ultimately drives success in investment strategies.

  • No, WealthArc does not offer a free version.

  • Yes, WealthArc offers a free trial.

  • No, Credit Card details are not required for the WealthArc trial.

  • No, WealthArc does not offer an API.

  • WealthArc supports the following languages:
    • English

  • Following are the typical users of the WealthArc:
    • Self-Employed , Small-Business , Midsize-Business

  • WealthArc supports the following deployment:
    • Cloud Hosted

  • WealthArc supports the following devices and operating systems:
    • Web-Based