Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • WealthArc
  • www.wealtharc.com/

About WealthArc

A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface.


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WealthArc Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

WealthArc Reviews

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