WealthArc, a global wealth data company based in Switzerland, has partnered with BlackRock to integrate the asset management giant’s Portfolio 360 tool into its platform.
This move brings cutting-edge portfolio analytics to wealth managers and family offices, aiming to enhance their ability to make data-driven investment decisions more efficiently.
The integration centres on a newly embedded button in the WealthArc platform that enables users to instantly transfer portfolio holdings to BlackRock Portfolio 360. This tool, powered by Aladdin®—BlackRock’s proprietary investment and risk management system—offers wealth managers access to sophisticated risk and performance analysis.
WealthArc is the first platform in Switzerland’s wealth data sector to offer direct integration with Portfolio 360.
WealthArc CEO Artur Kluz said, “We’re always looking for ways to provide our clients with best-in-class innovations and investment analytics tools.
“By integrating BlackRock® Portfolio 360, we’re giving wealth managers and family offices instant access to one of the most sophisticated portfolio construction tools available today. This integration enables them to gain deeper insights, streamline portfolio reviews, and ultimately make smarter investment decisions.”
Founded in Switzerland, WealthArc has grown to serve clients in major wealth centres around the world, including the United States, Singapore and Dubai. Its SaaS and cloud-based platform provides external asset managers, family offices and private banks with a holistic view of total assets. The firm’s solutions are designed for accessibility and intelligence, offering real-time portfolio monitoring and performance insights to support more informed decision-making.
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