We are transforming the wealth management industry. WEALTHARC’s innovative digital technology empowers you to scale your business, increase loyalty and improve efficiency. We deliver a state-of-the-art solution to Single & Multi-Family Offices, Wealth Advisors and Fund Administrators.
Attract new clients and talent with our technology. Pursue more sophisticated clients, take on additional business, and exceed the expectations of any generation. Stand out while engaging your clients in your own style and approach.
Consolidate portfolio data across multiple custodians, embracing all currencies, asset classes and ownership structures. Create intelligent model portfolios, apply our smart rebalancing technology and optimize the investment process.
Give your clients access to complete portfolio data anywhere, anytime and on any device they want. Provide detailed overview and sophisticated analysis of every portfolio. Emphasize important messages with powerful charts and graphics.
Multiple Needs. One Solution. WEALTHARC is the venue where you can fully customize your portfolio analytics and hence efficiently address your most demanding clients’ needs.