WealthArc

Family offices managing assets across multiple custodians face a persistent operational drag: reconciling data from disparate banks before anyone can make a portfolio decision. WealthArc, a Swiss-based wealth data platform, addresses this directly through proprietary custodian APIs that collect and normalise portfolio data daily across more than 160 custodian connections. One client testimonial describes going from 10 different custodian banks requiring inefficient manual processes to a single consolidated view that allows investment decisions to be implemented quickly and with low error rates.

The platform covers the core workflow of an external asset manager or family office operations team:

• Portfolio management with performance calculation, benchmarking, and risk concentration analysis
• Order management including trade proposals, rebalancing, FIX trading, and pre-trade checks
• CRM and document management with client notes and KYC modules
• Compliance tools designed for FinSA and FINMA regulatory requirements
• Consolidated reporting with customisable one-page client reports
• Direct integration with BlackRock Portfolio 360, powered by Aladdin, for portfolio and risk analysis

Data is stored on Swisscom and Microsoft Azure infrastructure, and the company holds membership in Swiss financial associations including VQF and VSV. A reported client saves approximately 140,000 CHF annually after bringing invoicing and reporting in-house, reducing a three-week cycle to four days. Pricing follows a base fee plus per-portfolio charge structure, which the firm describes as transparent. Specific pricing figures are not publicly disclosed. The platform is built primarily around the Swiss and broader European regulatory context, and firms operating outside those jurisdictions should verify compliance coverage before committing.

• Consolidate portfolio data across multiple custodian banks automatically
• Generate customisable client reports and internal performance reports
• Manage client relationships, documents, and KYC compliance
• Execute trade proposals, rebalancing, and order management workflows
• Monitor portfolio risk concentration and benchmark performance
• Integrate with third-party analytics tools including BlackRock Portfolio 360

• 160+ custodian API connections with daily automatic data downloads
• Portfolio performance calculation and benchmarking
• Risk concentration analysis and scenario simulation
• Trade proposals, rebalancing, and FIX trading module
• KYC and compliance module with FinSA support
• CRM with client notes, document management, and client insights
• Customisable one-page client reporting
• BlackRock Portfolio 360 direct integration via embedded platform button
• Cloud-based SaaS hosted on Microsoft Azure and Swisscom data centres
• Fee optimisation and invoicing automation

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Advisors / Wealth Advisors (RIA).

Customer Success team with direct guidance; demo scheduling available

30-day free trial available