WealthArc builds a new customer base in Ticino

WealthArc is an all-in-one portfolio management solution that automates manual processes and speeds up the daily work of professional wealth managers. The FinTech platform automatically consolidates portfolios from custodian banks and gives relationship managers back the time needed to grow the business and attract new, HNW clients.

Until now, the fintech solution has been available in some Cantons of Switzerland and abroad in countries such as Luxembourg, Monaco, Singapore, London and Dubai. Expanding its customer-base, WealthArc announce the acquisition of its first client in the Italian-speaking region of Switzerland.

Amgest, an independent asset manager based in Lugano, will be using WealthArc in Software as a Service (SaaS) model. Before choosing WealthArc, Amgest tested the solution in a trail-pilot with one of their custodian banks. As a part of the implantation, WealthArc will develop automated data feeds (APIs) to major custodian banks in Ticino.

“The WealthArc solution is user-friendly and intuitive with all client and portfolios information. It allows us to swiftly compare client investments with model portfolios and instantly rebalance across all custodian banks, says Massimo Vecchio, President of Amgest SA.

“We are excited to start working with Amgest. We hope that our cooperation will give WealthArc more exposure in the Ticino region and convince local EAM ecosystem that the right technology can make their work easier and more efficient”, says Chris Gogol, Founder and CEO of WealthArc.