WealthArc

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WealthArc

WealthArc

@WealthArc

We build trusted data infrastructure for AI-driven wealth and asset management.

Zurich, Switzerland Katılım Aralık 2013
127 Takip Edilen361 Takipçiler
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WealthArc
WealthArc@WealthArc·
Wealth managers & advisors waste time fixing bad data—AI is useless without trusted data. Wealth Data Box delivers 99.87% accurate, reconciled portfolio data, enabling confident, data-driven decisions. Try it FREE and unlock the power of high-quality data: wealthdatabox.com
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WealthArc
WealthArc@WealthArc·
2025 was a breakthrough year for WealthArc. We expanded global custodian connectivity, strengthened our data engine and moved closer to powering a global financial data grid with AI-ready, trusted data. Thank you to our clients, partners and team. Onward to 2026.
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WealthArc
WealthArc@WealthArc·
Custodian data arrives in different formats and cycles, creating gaps EAMs must fix manually. WealthArc now offers 150+ in-house custodian connections so data is consistent, accurate and ready for use. See all supported connections: tinyurl.com/2bss5cb2
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WealthArc
WealthArc@WealthArc·
Two more custodian data feeds are now live on WealthArc: CIM Bank & @Citi US. As wealth portfolios go global, consistency across custodians is critical. Each new connection strengthens our reconciled, daily-refreshed data layer for clearer, safer portfolio insight.
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WealthArc
WealthArc@WealthArc·
HNW relationships thrive on understanding, not just updates. Consolidated reporting helps EAMs turn numbers into meaningful conversations and trust that lasts. Read more on 🔗 tinyurl.com/yptv9zuc
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WealthArc
WealthArc@WealthArc·
Your CRM knows your client. Your PMS knows their portfolio. But until they talk, data gaps grow. Integrated, verified systems turn info into actionable insights. #WealthTech #DataConnectivity #EAM
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WealthArc
WealthArc@WealthArc·
The BlackRock 2026 Outlook signals major shifts for EAMs. AI is shaping the whole market, debt levels are rising and diversification is less reliable. Clarity matters more than ever. Our Portfolio 360 integration helps turn complex data into confident client conversations.
BlackRock@BlackRock

As we move into 2026, AI is the defining mega force reshaping economies and markets. Wei Li, BlackRock’s Global Chief Investment Strategist, shares the three themes of the BlackRock Investment Institute’s 2026 Global Outlook: 1blk.co/4iHbxBc

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WealthArc
WealthArc@WealthArc·
@Citi’s 2025 Global Family Office Report shows AI adoption in family offices has nearly doubled, mostly in ops & investment analysis. Risk & compliance still trail behind. Trusted high-quality data will be key to scaling AI across the whole sector in 2026 #AI #FamilyOffice
Mr Family Office@MrFamilyOffice

🚨 Citi Bank just dropped its 2025 Global Family Office Report 🚨 🤔 What are family offices thinking 📊 Key details and charts below > Asset allocation > Outlook, expected portfolio returns > Active management > Direct investments > Risk management & governance > Outsourcing & AI

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WealthArc
WealthArc@WealthArc·
Spreadsheets built wealth management, but not for 10-50 custodians. Every manual check risks errors & slows growth. Automated, verified data flows let teams focus on clients, not reconciliation. #WealthTech #DataDriven
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WealthArc
WealthArc@WealthArc·
@PictetGroup's AI strategy shows what’s next for Swiss wealth firms: moving from isolated pilots to firm-wide adoption built on strong data foundations. For EAMs, scalable AI starts with clean, connected data. #WealthTech #SwissFintech #AI #EAM
finews.ch@finews_ch

Lead26 Conference: How to Leverage AI for Asset Management: Laurent Gaye, Chief Technology and Operations Officer at Pictet Asset Management, discusses AI transformation at LEAD26 in Zurich. zpr.io/wrNUSTAcTbsR

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WealthArc
WealthArc@WealthArc·
The era of “free” financial data is ending and with it, a power shift. Data has become the new currency of finance. The firms that win won’t have the most data, but the most reliable, AI-ready infrastructure. Read more: tinyurl.com/5n7xffun #WealthTech #DataInfrastructure
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WealthArc
WealthArc@WealthArc·
AI has become infrastructure. The real impact lies in reconciliation, tagging & automation. Thank you @francoisbotha and @Forbes for including @WealthArc in the 2025 Family Office Software Roundup. 🔗 tinyurl.com/m7knxjs6
Francois Botha@francoisbotha

I’ve tracked #familyoffice technology for almost a decade, and it’s been striking to see how fast the landscape is evolving. Here’s my annual TL;DR summary of the @andsimpleco report and the tools shaping the sector. hubs.la/Q03SknNr0

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WealthArc
WealthArc@WealthArc·
AI just cut weeks off our workflow 🚀 WealthArc Data Box built a new custodian feed in days, not weeks. 150+ feeds live and scaling to 1,000+. Delivering the trusted, AI-ready data backbone for the next wave of wealth management. #AI #WealthManagement
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WealthArc
WealthArc@WealthArc·
AI only works if the data works. In wealth, models need context across portfolios, holdings & transactions. With reconciled data, AI explains why moves matter—and what’s next. No data, no AI paminsight.com/twn/article/ai…
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WealthArc
WealthArc@WealthArc·
Another reminder that #DORA isn’t just policy, it’s reshaping the compliance expectations in #WealthTech Third-party risk, resilience, secure data access - the stakes are rising. Is your data infrastructure built for this new standard? #WealthManagement
The Security Transformation Research Foundation@Transform_Sec

Six months into #DORA, most financial firms are still not ready buff.ly/FYrRxSO @HelpNetSecurity @Censuswide #cybersecurity #cyberresilience #resilience #business #management #leadership #governance #CISO #CIO #CTO #CEO #CRO #riskmanagement #GRC #regulation #supplychain

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WealthArc
WealthArc@WealthArc·
Data and technology empower advisors, but it’s how they use those tools to deliver timely, informed advice that builds trust and drives results. Efficiency and insight should always serve the client experience, not the other way around. #WealthTech #WealthManagement #FamilyOffice
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Keşfet

@Citi @PictetGroup @francoisbotha @Forbes @elonmusk @BarackObama @taylorswift13 @cristiano