WealthArc’s vision is to become a global SaaS platform with solutions for institutional investors. It empowers data analytics and AI support systems to empower independent wealth managers to work efficiently.
PRODUCTS & SERVICES:
Developed DATANEXT, a FinTech technology which applies big data, AI and cybersecurity for solving the critical business problems in the investment industry. Big Data – WealthArc integrates all portfolio data and provides wealth manager with unified views. WealthArc’s financial algorithms provide users with analysis on performance and benchmark, allocations and contributions, financial risk management, and investment guideline checks. Artificial Intelligence –WealthArc aggregates all information and combines it with advanced analytics and artificial intelligence to transform the data into actionable insights. Example automating recurring portfolio management tasks. Cybersecurity – WealthArc’s solution takes care of data encryption and frequent data backups.
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Family Offices, Independent Financial Advisors and Private Banks.
They are also a member of Microsoft BizSpark – a special program supporting highly innovative start-ups- focused on machine learning algorithms