Wealth & Private Banking › Portfolio & Wealth Management › Rebalancing

WealthArc

Data-driven SaaS wealth platform for independent managers and private banks with custodian API integration.

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Overview

WealthArc is a data-driven SaaS platform for independent wealth managers and private banks, using API technology for real-time integration with custodian banks. It automates portfolio data consolidation and supports portfolio management and rebalancing alongside reporting and analytics.

By connecting to custodians across the market and automating manual processes, WealthArc helps firms improve efficiency and reduce errors in managing client portfolios.

Key Features

+ Portfolio management and rebalancing
+ Real-time custodian API integration
+ Automated data consolidation
+ Portfolio reporting and analytics
+ Multi-custodian aggregation
+ Cloud-based, automated workflows

Integrations

Open APICustodians

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