wealthpilot Advisors' Digital Solution

wealthpilot sets a new standard for bionic advisory, increasing the number of value-add client interactions - in a single user experience.

Daily Updated Data Overview of all available assets per client with automated data import and consolidation from all relevant sources (incl. multibanking).

Holistic Client Dashboarding Relevant wealth KPIs are displayed across all assets and clients.

Reporting & Tracking Intuitive and standardized across all relevant data sources. Client reporting is easily customizable to offer an exceptional client experience.

Financial Planning Actual vs. desired state analysis with goal-based scenario optimization and recommendations.

Digital Client Engagement Client access creates trust and transparency and triggers new client interactions.

Mobile Mobile support allows for access everywhere. The mobile experience combines a beautiful and easy to use interface with the powerful wealthpilot functionality.

Branding Advisor branded client experience creates improved loyalty.

Unified Platform wealthpilot provides the perfect solution for end-to-end wealth management, easily integrating existing mid- and back-office services.