Matthew CFP's Contact Details

Matthew CFP's Company Details

WealthArc

, Zurich, Switzerland • 11 - 50 Employees
Financial Services

Data-driven Wealth Management Platform.Using a reliable API engine and automation WealthArc drastically reduces the time needed to complete data unification, consolidation, management, reporting, compliance, and other administrative tasks. WealthArc also provides connection to a growing network of the world's leading 80+ custodian banks and highly secured data storage. WealthArc works with the most trusted data centers of Swisscom and Microsoft, ensuring all data is stored and transmitted securely.WealthArc is an award-winning, easy-to-use, and affordable wealth management platform does not require installation or a long, costly set-up. WealthArc clients enjoy a seamless, just 4-week onboarding period as our team manages the process from end to end. Simply connect us with your bank's relationship manager, and we'll do the rest. We help to deliver on client expectations – faster than ever before and with high quality data!