Tag: WealthArc

Artificial Intelligence (AI) is rapidly reshaping the landscape of wealth and asset management, offering innovative solutions that significantly alter how high-net-worth individuals manage their finances.

WealthArc, a personalized global wealth management platform, has partnered with Polixis, a leader in Swiss AML & KYC global data provision.

WealthArc is revolutionising the way External Asset Managers handle compliance, making the arduous tasks associated with meeting FinSA/FinIA regulations more manageable and cost-effective.

Consumer Duty has now been live in the UK for several months. Wealth management firms spent many resources preparing themselves to be ready for...

With the proliferation of AI, it is easy for wealth management firms to get overwhelmed by the choice. There are countless solutions in the market all promising various benefits, so finding the right one for the job can be tough. FinTech Global spoke to several WealthTech leaders to offer some guidance on what to look for.

Earlier this month, OpenAI unveiled its latest advancement in the world of generative AI, Sora. Unlike ChatGPT, its previous revolution in the world of generative AI, Sora allows users to build realistic videos from simple text instructions, potentially providing businesses with another tool to transform operations, such as marketing.

Over the past few years, WealthArc, which helps automate workflows for wealth managers,  has spoken to many prospects about Portfolio Management Systems (PMS). Far too many have responded with interest in PMS, but stated they don't need a solution for client relationship management. 

It has been a few years since the digital asset hype took the world by storm and has since fallen to the background. Despite this, the asset type is still popular, and could see more market adoption in 2024.

As another year starts, it is the time to look ahead and attempt to predict what is to come and the biggest trends for the WealthTech sector in 2024.

WealthArc, a distinguished provider of wealth data management solutions, has entered into a strategic partnership with ZeroLink, an innovator in neurosymbolic KGQA technology.