WealthArc vs Nasdaq
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Nasdaq for Family Offices
Category
Portfolio Management
Nasdaq Asset Owner Solutions helps family offices modernize their workstreams through unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs.
Read moreCompany
Employees
- 11-50
Revenue
–
Founded
- 2015
Ownership
- Clients are also owners
Incorporated
- Switzerland
Locations
- Zurich
- Warsaw
Top markets
- Luxembourg
- Monaco
- Switzerland
- United Arab Emirates
- United States of America
Total AUM
- $14 billion
Avg. AUM per client
–
- 500+
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- 1971
- Owned by a larger corporation
- United States of America
- New York
- Atlanta
- Dallas
- London
- Edinburgh
- Tacoma
- Hong Kong
- Charlottesville
- Sydney
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Client
Focus
- External Asset Managers
- Independent Financial Advisors
- Registered Investment Advisors
- Family Offices
- Banks
Serves also
- Multi-family offices
- Independent financial advisors
- Fund managers
- Banks
Number
- 50 IFAs/EAM
- 2 banks
- 4 MFOs
- 1 fund manager
- Pensions
- Foundations
- Endowments
- Family Offices
- OCIOs
- Financial Advisors
- Sovereign Wealth
- Funds
- Superannuations
- Insurers
- Single-family offices
- Multi-family offices
- Independent financial advisors
- Registered investment advisors
- Fund managers
- Banks
- 1000+
Product
Main tasks
- Consolidated reporting
- CRM
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Trading (execution on platform)
- Custodian Data Processing and Aggregation
- Risk management
- Portfolio and Risk Analytics
- Portfolio Optimization and Monitoring
Top features
- Automated reconciliation of portfolio data
- Consolidation of bankable and non-bankable assets
- Independent performance calculation
- Portfolio Analysis
- Document Management
- Invoicing
- Investment Limits / Guidelines
- Model portfolios & rebalancing
- Trade execution
- CRM – KYC, notes, documents, history of client interactions
- Legal Structure overview
- Client Portal
- Advanced user management (functionality and data access)
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectables (e.g. luxury cars, boats, high-value jewellery)
Compliance
- MiFID II
- GDPR
- FinSA/FinIA
Whitelabel
- Yes
- Consolidated reporting
- Portfolio management
- Risk management
- Impact/ESG reporting
- Data aggregation and management
- Manager due diligence
- Multi-asset class Portfolio analytics
- Modelling future outcomes
- Keeping shareholders informed
- Focusing team resources
- Centralized document management
- Bankable assets
- Private equity
- Real estate
- GPDR
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Technology
Type Of Software
- SaaS
Security
- We never import any sensitive data from custodians
- Client sensitive data are stored in different data base server than portfolio data
- AES 256 data encryption
- 2 steps identification process (password + 2FA)
- Local storage of data in Microsoft servers
- Encrypted data in transit and at rest
Ecosystem
- Microsoft
Integrations
- Office 365 integration
- Side by side integration with Refinitiv Eikon
- Full integration with BlackRock 360
- Full integration with MantaRisk Wealth
- Integration with Greenlock.io
Mobile App
- Access possible via any browser on mobile or tablet
- Serviced software
- SAAS
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- Several integrations are provided. Reach out if you are interested in learning about our integrations.
- No