00:20

WealthArc: Best Compliance Solution at WealthBriefing Swiss EAM Awards 2024

01:31

WealthArc - data driven wealth management platform

00:36

WealthArc - battle-tested in Switzerland

01:58

Let's talk Wealth(arc)!

10:28

Interview with Silvia Marques, COO at RJ Management

14:10

Interview with Silvio Sestito, CEO at Phoenix Finance SA

26:58

WealthArc Insights 10/2021: Cybersecurity

20:26

WealthArc Insights 09/2021: Introducing Interactive User Guides

01:31

Advanced Portfolio Analytics with WealthArc & Refinitiv Data Platform Integration

01:31

L’analyse avancée de vos portefeuilles grâce à l‘intégration WealthArc & Refinitiv Data Platform

24:15

WealthArc Insights 08/2021: WM Fees under Pressure

30:47

WealthArc Insights 07/2021: How to Manage Your Clients Easier

34:50

WealthArc Insights 06/2021: Going Data-Driven with Refinitiv

20:37

WealthArc Insights 05/2021: Passive Income from Crypto-Assets

14:55

WealthArc Insights 04/2021: Digitalizing Asset Securitization

22:28

WealthArc Insights 03/2021: Benchmarking EAM Performance

17:03

WealthArc Insights 02/2021: User Roles in Portfolio Management

01:09

Christian Thier from Microsoft about Wealth Talks event, 30.01.2020

18:18

Wealth Talks by WealthArc: Christian Thier, Microsoft - 30.01.2020

07:50

Wealth Talks by WealthArc: Roger Ganz, Clarus Capital Group - 30.01.2020

09:59

Wealth Talks by WealthArc: Adam D. Wisniewski, Accenture/Orbium - 30.01.2020

10:47

Wealth Talks by WealthArc: Marco Althaus, e.foresight - 30.01.2020

03:33

Peace of Mind Over Compliance | Chris Gogol (Co-Founder, WealthArc)

06:46

Practical Thoughts on Compliance, Sebastian Ochalek (Head Legal, Risk & Compliance, Clarus Capital)

17:19

How WealthArc Can Help You Stay Compliant? | Silvan Fornaro (Head of Sales, WealthArc)

13:56

Pre-Trade Compliance Requirements Under FIDLEG / FinSA | Florian Clever (CEO & Founder, Cleversoft)

12:38

The Rise of Auto-Compliance | Alberto Rama (Founder & CEO, Investment Navigator)

15:38

Next Generation of RegTech Solutions | Will Ferrand (Head of Advisory Solutions EMEA, Refinitiv)

01:15

Compliance Roadshow Summary with Silvan Fornaro (Head of Sales, WealthArc)

02:31

The Wealth Management Solution You’re Looking For

07:20

Why Data Consolidation Matters? / Simon Maignan (Refinitiv, Market Development Manager)

07:55

Facing 2019 / Rene Buechler (Senior Banking Consultant, Swisscom) / 4Cs of Wealth Management

06:44

Looking Ahead / Alberto Rama (Co-Founder & CEO, Investment Navigator) / 4Cs of Wealth Management

11:47

Dimensions of Competitive Edge / Adam Kwaśniewski (ex-Google) / 4Cs of Wealth Management

02:30

WealthArc - Trading Module

02:37

WealthArc - Automatic Portfolio Consolidation

01:46

WealthArc - New CRM Module

02:31

WealthArc - Fees and Invoicing Module

01:44

WealthArc - New R&D Office

03:25

WealthArc - Integration with Eikon by Thomson Reuters