WealthArc

WealthArc is a next-generation wealth data management platform designed to streamline portfolio management, reporting, and operational workflows for financial institutions such as external asset managers, family offices, banks, and investor service providers. Built on modern cloud infrastructure using Microsoft Azure, it aggregates data from over 160 custodian connections into a single, unified dashboard, enabling users to monitor assets under management, performance metrics, and client portfolios in real time. The platform’s WealthArc Data Box ensures high-quality, consistent data, while automated workflows reduce manual tasks and operational inefficiencies. WealthArc integrates key functionalities including CRM, KYC, governance, reporting, and portfolio rebalancing, allowing firms to manage complex multi-custodian environments seamlessly. Its API-driven architecture enables smooth data integration and secure connectivity with external systems. Users benefit from customizable reporting tools, including one-page client reports, enhancing client communication and decision-making. By consolidating wealth data and automating daily processes, WealthArc significantly reduces costs, improves productivity, and enhances data accuracy.