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WealthArc Reviews, Pricing, Features & Alternatives in 2026

WealthArc is a comprehensive portfolio management platform designed to streamline investment operations, enhance data reporting, and improve decision-making for asset managers and wealth management firms.

Portfolio Management Software Investment Management Software Financial Reporting Software Wealth Management Software
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Founded • Switzerland • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is WealthArc?

Portfolio Management Software

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

:

Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use WealthArc?

Best for Company Sizes

Popular Industries

Our Verdict

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User Reviews

Overall Rating

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Based on 0 reviews

Ratings Breakdown

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Secondary Ratings

Ease of Use
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Value for Money
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