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What is WealthArc?

WealthArc utilizes a powerful API engine designed to enhance the automation, integration, and synchronization of wealth data, which significantly reduces the time necessary for reporting, compliance, and other administrative tasks. Recognized for its excellence, this user-friendly platform enables wealth managers to fulfill client needs with remarkable efficiency and high-quality information. In the current environment, asset managers are increasingly aware of their clients' rising expectations for security, accessibility, and innovative digital solutions. Our state-of-the-art platform supports asset managers in their everyday activities by offering reliable portfolio management, governance, KYC, CRM, and reporting modules, along with various other functionalities. Additionally, WealthArc's advanced features enable Single and Multi Family Offices to dedicate more effort to cultivating trust-based relationships with their clients, which ultimately boosts client satisfaction and loyalty. By streamlining these critical functions, WealthArc not only enhances operational efficiency but also allows professionals to concentrate on providing personalized services and fostering deeper connections with their clientele. This transformative approach positions them to thrive in a competitive marketplace where client expectations are ever-evolving.

What is Bravura Sonata?

Step into the future of wealth management with Sonata Bravura, an exceptional solution that combines state-of-the-art technology with a proven history of international success to enhance your financial oversight. As a leading platform, Sonata provides a cohesive method for overseeing a diverse range of wealth management products all in a single interface. Its highly flexible and scalable architecture guarantees that it meets both your current and future business needs, offering a comprehensive, client-centric solution that streamlines product management, encourages innovation and regulatory adherence, and improves the overall user experience. By adopting this unified system, your organization can create a progressive platform aimed at boosting client satisfaction and fostering growth. With a legacy spanning over thirty years, Bravura’s Sonata platform is recognized as the most extensive and feature-rich wealth management software available, empowering you with essential tools to navigate a constantly evolving market. This dynamic solution not only simplifies the complexities of wealth management but also strategically positions your business to capitalize on emerging opportunities and secure enduring success. In an increasingly competitive landscape, embracing such innovative technology will be crucial for sustained growth and client loyalty.

Media

Media

Integrations Supported

Apiax

Integrations Supported

Apiax

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WealthArc

Company Website

www.wealtharc.com

Company Facts

Organization Name

Bravura Solutions

Company Location

Australia

Company Website

www.bravurasolutions.com/service/sonata/

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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