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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Wealth managers dedicate a considerable amount of their time engaging with the asset management sector, often reporting that a large portion of this time is consumed by handling calls that are unqualified, misplaced, or irrelevant. To address this challenge, an innovative solution has emerged that effectively narrows the information gap, enabling asset managers to quickly identify the right individuals to connect with, the appropriate timing, and the relevant topics of discussion, which in turn allows wealth managers to focus on matters that truly matter to them. Fundpath has publicly committed to achieving carbon neutrality in line with PAS 2060 standards, and in addition, the organization aims to promote more efficient practices while minimizing wasteful ones, contributing to a reduction in the industry's indirect carbon emissions. This proactive approach not only enhances operational efficiency but also aligns with the growing demand for sustainability in financial services.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Apiax No 

Integrations

Apiax Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Fundpath

Founded

2021

Country

United Kingdom

Website

www.fundpath.co.uk

Vendor Details

Company Name

WealthArc

Website

www.wealtharc.com

Product Features

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management No 

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