---
description: Discover the benefits and disadvantages of WealthArc.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: WealthArc Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [WealthArc](/software/143220/wealtharc)

# WealthArc

Canonical: https://www.capterra.co.uk/software/143220/wealtharc

> A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: WealthArc

## Commercial Context

- **Pricing model**: Per Feature (Free Trial)
- **Target Audience**: 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: Switzerland

## Features

- Benchmarking
- Client Management
- Investments Tracking
- Portfolio Management

## Category

- [Investment Management Software](https://www.capterra.co.uk/directory/20010/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.co.uk/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Trade Ideas](https://www.capterra.co.uk/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
3. [Human Interest](https://www.capterra.co.uk/software/1013332/human-interest) — 4.0/5 (36 reviews)
4. [WOWS Investment Portal](https://www.capterra.co.uk/software/1051443/wows) — 4.7/5 (97 reviews)
5. [Investera Pro](https://www.capterra.co.uk/software/1018626/investera-pro) — 4.8/5 (6 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/software/143220/wealtharc)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/143220/WealthArc/> |
| en-AE | <https://www.capterra.ae/software/143220/wealtharc> |
| en-AU | <https://www.capterra.com.au/software/143220/wealtharc> |
| en-CA | <https://www.capterra.ca/software/143220/wealtharc> |
| en-GB | <https://www.capterra.co.uk/software/143220/wealtharc> |
| en-IE | <https://www.capterra.ie/software/143220/wealtharc> |
| en-IL | <https://www.capterra.co.il/software/143220/wealtharc> |
| en-IN | <https://www.capterra.in/software/143220/wealtharc> |
| en-NZ | <https://www.capterra.co.nz/software/143220/wealtharc> |
| en-SG | <https://www.capterra.com.sg/software/143220/wealtharc> |
| en-ZA | <https://www.capterra.co.za/software/143220/wealtharc> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Capterra UK helps millions of people find the best business software. With software reviews, ratings, infographics, and the most comprehensive list of business software.","email":"info@capterra.co.uk","url":"https://www.capterra.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.co.uk/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.youtube.com/channel/UCEt7vQSPiPlPAblHdhJAqnA"]},{"name":"WealthArc","description":"WealthArc is a wealth management software that provides an all-in-one platform for independent asset managers, private banks, family offices, investor services, and compliance needs. The software offers portfolio management, governance, KYC, CRM, reporting, and data aggregation capabilities to help financial services firms manage client wealth, ensure regulatory compliance, gain insights, and automate workflows.","url":"https://www.capterra.co.uk/software/143220/wealtharc","@type":"SoftwareApplication","@id":"https://www.capterra.co.uk/software/143220/wealtharc#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.uk/#organization"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.co.uk/software/143220/wealtharc#faqs","mainEntity":[{"name":"What is WealthArc?","@type":"Question","acceptedAnswer":{"text":"WealthArc is a wealth management software that provides an all-in-one platform for independent asset managers, private banks, family offices, investor services, and compliance needs. The software offers portfolio management, governance, KYC, CRM, reporting, and data aggregation capabilities to help financial services firms manage client wealth, ensure regulatory compliance, gain insights, and automate workflows.","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/20010/investment-management/software","@type":"ListItem"},{"name":"WealthArc","position":3,"item":"/software/143220/wealtharc","@type":"ListItem"}],"@id":"https://www.capterra.co.uk/software/143220/wealtharc#breadcrumblist"}]}
</script>