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Portfolio & Custody

WealthArc

Consolidated portfolio data. Empowering RIAs to thrive.

"WealthArc is a portfolio management and reporting platform designed for Registered Investment Advisors (RIAs) and wealth management firms. It aggregates data from multiple custodians and systems to provide a consolidated view of client portfolios, performance, and analytics, enabling advisors to streamline operations and enhance client communication."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #271 in Portfolio & Custody
Validated Adoption
13 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Multi-custodial data aggregation
Automated report generation
Performance reporting
Client portal integration
Billing and revenue reconciliation

Primary Use Cases

Aggregating client data from various sources
Generating custom performance reports
Streamlining compliance reporting

Agentic Intelligence Briefing

"WealthArc empowers RIAs by aggregating and consolidating portfolio data for enhanced reporting and client management."

Real-time Forensic Synthesis

Competitive Strengths

Centralized data management for multiple custodians
Improved operational efficiency through automation
Enhanced reporting capabilities for clients

Adoption Hazards

Potentially high implementation costs and complexity
Reliance on data feeds from custodians; accuracy dependent on feed quality

Stack Compatibility Profile

How WealthArc integrates into institutional RIA stacks.

13 Firms Analyzed
Nitrogen Wealth
46%
Stack Correlation
Riskalyze Online
46%
Stack Correlation
NDEX
38%
Stack Correlation
ROL
38%
Stack Correlation
Morningstar Office
31%
Stack Correlation
BNA
23%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent and enterprise RIAs
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Addepar
2Black Diamond
3Albridge

Value Proposition

"WealthArc streamlines your back office by centralizing data and automating workflows, giving you more time to focus on client relationships and growth."

Audit Your RIA Stack

See how WealthArc fits into your overall tech efficiency score.

Alternative Peer Landscapes

Addepar

AI

Addepar: Holistic portfolio management and performance reporting.

Deeper Intel

Altruist

Modern portfolio management and custody for RIAs.

Deeper Intel

Betterment

Smarter investing, simplified. Powering RIA growth.

Deeper Intel

Envestnet Tamarac

Tamarac: Integrated technology for RIA growth.

Deeper Intel

Fidelity

Empowering RIAs with custody, trading, and support.

Deeper Intel

Jump

Jump: Streamline your portfolio management and reporting.

Deeper Intel
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