WealthArc

WealthArc provides a cloud-based wealth management platform that automates data consolidation and portfolio management through proprietary custodian APIs. The system serves external asset managers, family offices, and private banks by aggregating data from over 170 custodian connections into a single dashboard for reporting, compliance, and CRM. It specifically helps financial professionals manage assets under management, ensure FinSA compliance, and automate client reporting and invoicing.