WEALTHARC

WealthArc automatically consolidates investment portfolios & financial data and delivers it via an easy and unified interface to clients (banks and external asset managers). The solution consists of: - A robust and battle-tested automated API engine integrating data from custodian banks (currently over 60 existing connections to banks in Switzerland, Lichtenstein, Luxembourg, Singapore, Monaco, Hong Kong and other) as well as other providers of financial data. - Wealth management web platform bu... ilt on top of an API engine. It covers a broad scope of mission-critical services for our clients, such as portfolio management, automation of client invoicing, risk profile monitoring, compliance checks and consolidation of assets from various custodian banks. The platform is distributed via the SaaS model and stores all data in a secure cloud environment.More