WealthArc offers a unified platform that integrates all aspects of wealth management, from portfolio management to compliance and client relationship management (CRM). This integration allows wealth managers to consolidate all client data, making it accessible through a single, intuitive interface. The platform’s design is focused on eliminating manual processes and improving operational efficiency, which is essential in an industry where accuracy and speed are paramount.
However, speeding up your team is not WealthArc’s only role. Powered by AI and data-driven insights, this solution is the ultimate tool for using all the information gathered by your organization to improve service quality. From algorithmic trading to churn prediction, all of these become possible with WealthArc!
What Makes WealthArc so Special? The Key Features
Let’s look into WealthArc’s features in a bit more detail. What exactly does the software come with? Take a look below.
Data Consolidation and Automation
WealthArc’s platform automates the consolidation of data from multiple custodians, funds, and private markets. This automated process not only saves time but also significantly reduces the risk of errors, ensuring that wealth managers have access to accurate and up-to-date information at all times. The platform’s powerful API engine supports seamless integration with existing systems, making the transition to digital management smoother and more efficient.
Portfolio Management and Analytics
The portfolio management module in WealthArc is designed to offer a holistic view of clients’ assets, enabling wealth managers to monitor performance across various asset classes, including liquid and illiquid assets such as real estate, private equity, and art. Advanced analytics tools are integrated into the platform, providing insights that can drive better investment decisions and risk management.
Compliance and Regulation
The platform also automates both onboarding and ongoing compliance checks, ensuring adherence to regulations such as FinSA (FIDLEG/LSFin). This automation not only reduces the administrative burden on wealth managers but also enhances the accuracy and completeness of compliance reporting. This way, you can avoid costly mistakes and ensure that every action undertaken by your teams is fully compliant with the current regulations.
Client Relationship Management (CRM):
The CRM module within WealthArc enables wealth managers to maintain comprehensive records of all client interactions, including meetings, trades, and communications. Then, they can access all the information, their notes, and recordings from all these interactions in one place. This way, wealth managers will always be prepared for the upcoming meeting—they’ll know how to talk with the client and deliver a more positive customer experience.
Security and Data Protection:
Data security is a top priority for WealthArc, demonstrated by the robust protection measures included with the platform. For instance, every client has their own database to prevent leaks; this proves how far WealthArc can go to ensure that all your data remains protected from cyber threats and system malfunctions.
Conclusion
WealthArc is the go-to solution for wealth management. It’s a powerful tool in the hands of experts, one that will enable you to provide quicker, better, and safer services.
