Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Thanks to the innovative use of flexible API technology, unique wealth management solutions are made possible by aixigo's Wealth Management Platform. This platform features the high-performance aixigo:BLOXX, which can be customized in various combinations to meet the specific needs of financial service providers. The ability to tailor the composition of aixigo:BLOXX allows these providers to create wealth management services that align perfectly with their unique requirements and preferences. Additionally, the platform facilitates user authentication, ensuring secure verification and authorization of identities. It also plays a crucial role in analyzing financial products, portfolios, and benchmarks by leveraging both current and historical market data. By identifying potential risks stemming from factors such as economic changes or price volatility, it enhances the decision-making process. Furthermore, it offers a comprehensive user interface for effective portfolio data visualization and analysis. The platform is also instrumental in selecting and aggregating various building blocks, financial products, model portfolios, and benchmarks while efficiently managing reports to support informed financial strategies. Overall, the flexibility and customization offered by aixigo's platform elevate the standard for wealth management services in the industry.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Apiax
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
Yes
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
WealthArc
Website
www.wealtharc.com
Vendor Details
Company Name
aixigo
Country
Germany
Website
www.aixigo.com/high-performance-wealth-management-platform
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