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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 Voly?

Voly is recognized as the leading accounting and financial management solution specifically designed for superyachts and various asset portfolios, providing an integrated platform to oversee yacht finances, multi-asset investments—including real estate and private aviation—along with cash flow, invoicing, charter management, payments, and currency conversions. This cutting-edge system grants users such as captains, crew members, owners, management firms, family offices, property supervisors, house staff, aviation teams, chauffeurs, accountants, and bookkeepers immediate access to a comprehensive view of their financial situation through an interactive dashboard. Furthermore, Voly offers a complete Voly Prepaid Mastercard and a foreign exchange payment system that facilitates both SEPA and SWIFT transactions, enhancing global financial interactions. Transactions can be logged effortlessly via a user-friendly mobile application, which provides real-time updates on cash and card balances. Voly's innovative approach to financial management simplifies complex operations, ultimately improving the overall experience for all participants involved in the financial ecosystem of superyachts and asset portfolios. As a result, stakeholders can focus more on their core responsibilities while Voly efficiently handles the intricacies of financial management.

Media

Media

Integrations Supported

Apiax
Mastercard Payment Gateway Services

Integrations Supported

Apiax
Mastercard Payment Gateway Services

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
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

Voly

Date Founded

2016

Company Location

United Kingdom

Company Website

www.volygroup.com

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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