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WealthArc

Sold by : WealthArc

What is WealthArc?

WealthArc is a leading software solution designed for asset managers, family offices, and banks. Our platform simplifies portfolio management, governance, and reporting tasks while ensuring secure data consolidation for improved efficiency and transparency. With a strong emphasis on digital accessibility and building trust, WealthArc utilizes innovative technology to meet the evolving needs of clients.

WealthArc Pricing

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Key Features of WealthArc

  • Portfolio Management
  • Client Reporting
  • Performance Analytics
  • Risk Management
  • Compliance Monitoring
  • Data Aggregation
  • Document Management
  • Client Portal
  • Trade Order Management
  • Fee Calculation
  • CRM Integration
  • Mobile Access
  • Customizable Dashboards
  • Multi Currency Support
  • Tax Optimization
  • Scenario Analysis
  • Esg Reporting
  • Benchmarking
  • Cash Flow Forecasting
  • Api Integration
  • Show More

Specifications

WealthArc FAQ's

The top 5 features of WealthArc include:

  • Portfolio Management
  • Client Reporting
  • Performance Analytics
  • Risk Management
  • Compliance Monitoring

WealthArc supports a variety of platforms including: Email.

WealthArc serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of WealthArc are Macroaxis, TeamWox and MProfit for Accounting. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

WealthArc is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of WealthArc

Macroaxis
TeamWox
MProfit for Accounting
Prospero 365
XStocks
Origin
Buxfer
Bullfinch Wealth Management
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