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Description
A cutting-edge, modular platform designed for wealth management innovation is now accessible via the cloud, catering to the growing demands of the industry. Drawing on three decades of expertise and product development, we equip you to tackle current challenges while positioning you to capitalize on future opportunities as we envision your path to growth. With a sophisticated client management solution, you can perform your daily tasks more efficiently, provide enhanced service to your clients, and boost revenue streams. The platform offers a comprehensive 360° view of client information, investments, assets, relationships, a document repository, and tracking features. By integrating digital capabilities, you can improve prospect conversion rates and deepen client relationships. The intelligent KYC capture system streamlines onboarding by adjusting to various client types, complemented by an integrated AML scoring engine. Simplifying processes allows you to manage a larger client base proactively through omnichannel approaches, ultimately increasing advisor productivity and improving overall operational efficiency. Furthermore, this innovative solution supports your business in adapting to the ever-evolving financial landscape.
Description
WealthArc employs a robust API engine that streamlines the automation, consolidation, and unification of your wealth data, significantly minimizing the time required for reporting, compliance, and various administrative responsibilities. As an award-winning and intuitive platform, WealthArc equips wealth managers to meet client demands with unprecedented speed and high-quality data. In today’s landscape, modern asset managers recognize the increasing expectations of clients regarding security, accessibility, and digital solutions. Our cutting-edge platform aids asset managers in their daily operations by providing dependable portfolio management, governance, KYC, CRM, and reporting modules, among other features. Furthermore, WealthArc’s sophisticated capabilities allow Single and Multi Family Offices to allocate more time to nurturing trust-based relationships with clients, ultimately enhancing client satisfaction and loyalty. By optimizing these essential tasks, WealthArc empowers professionals to focus on delivering personalized service and building stronger connections.
API Access
Has API
API Access
Has API
Integrations
Apiax
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Objectway
Country
Italy
Website
www.objectway.com/objectway-wealthtech-suite/
Vendor Details
Company Name
WealthArc
Website
www.wealtharc.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management