WealthArc
This investment management software streamlines daily operations for wealth managers through automated workflows and data consolidation. It features advanced portfolio management, governance, KYC, and CRM tools, providing a secure platform that adapts to the growing demands for accessibility and transparency. Wealth managers can efficiently manage multiple portfolios while enhancing client relationships.
Top WealthArc Alternatives
Prospero
Prospero is an advanced investment management software tailored for private banks, asset managers, and family offices.
XENTIS
XENTIS offers innovative software and SaaS solutions tailored to streamline the investment management process.
PMe
PM1 equips professional discretionary portfolio managers with a unified platform to visualize total wealth, offering over 600 risk and performance metrics.
Edgelab
Edgelab offers a cutting-edge wealth platform that empowers Advisors and Relationship Managers by centralizing all investment-related data—clients, portfolios, products, and risks—into a single digital workspace.
Netfolio
Netfolio offers a robust portfolio management solution tailored for asset managers, family offices, and private banks.
FINFOX Pro
FINFOX Pro revolutionizes wealth management by fostering proactive customer interactions and tailored consultations.
AXLE
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ImpaQt plus
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Assetmax
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PortfolioNet
Clients enjoy seamless access to their wealth through a Swiss-developed platform that fosters collaboration among...
PackHedge™
Its robust engine supports batch production, simulation, and stress-testing, empowering users to conduct thorough risk...
PM1e
It excels in asset management across multiple booking centers, offering features like client regulatory handling...
Tindeco VISION
With its no-code strategy designer and robust integrations, users can create customized portfolios, automate workflows...
Prospero Suite
It streamlines portfolio management for high-net-worth individuals, emphasizing client relationships while automating back-office tasks...
Monitor
With real-time updates, automated reporting, and customizable tools, it empowers clients to streamline portfolio oversight...
Top WealthArc Features
- Automated workflows
- Data consolidation
- Holistic wealth reporting
- Performance calculation
- Portfolio benchmarking
- Risk concentration analysis
- Trade proposal management
- Pre-trade checks
- Client management module
- Document management system
- Data-driven insights
- Robust portfolio analytics
- API-driven data integration
- High-quality data display
- Intuitive user interface
- Compliance with regulations
- Trusted data centers
- Daily automatic data updates
- Cost transparency model
- End-to-end wealth management hub
