WealthArc
A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface.
What is WealthArc?
WealthArc is a wealth management software that provides an all-in-one platform for independent asset managers, private banks, family offices, investor services, and compliance needs. The software offers portfolio management, governance, KYC, CRM, reporting, and data aggregation capabilities to help financial services firms manage client wealth, ensure regulatory compliance, gain insights, and automate workflows.
Categories
Features
Benchmarking
Client Management
Investments Tracking
Portfolio Management
FAQ
The official website of WealthArc is http://www.wealtharc.com/
WealthArc belongs to the Investment Management category.
WealthArc offers features such as Benchmarking, Client Management, Investments Tracking, Portfolio Management.
No, WealthArc does not offer a free trial.
Need help choosing this software?
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