Your Training Program

How to inspire your clients right from the start with wealthpilot

All the information you need to offer your clients the best customer experience


Here you will find all the necessary documents and information.
Many other help articles and support can be found in our Knowledge Base.

If you have any questions please contact: support@wealthpilot.de

What are wealthpilot’s USPs?
What are wealthpilot’s USPs?

A short video is the best way to introduce wealthpilot to your clients.

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Advantages of wealthpilot: Overview (DE)
Advantages of wealthpilot: Overview (DE)

The ideal presentation to support your introduction of wealthpilot to your clients.

PDF download
"How To" - for your Clients (DE)
"How To" - for your Clients (DE)

In four simple steps, your clients can learn how to get started with wealthpilot.

PDF download
Training Program (DE)
Training Program (DE)

Introduction, objectives and time schedule for the wealthpilot training program.

PDF download
Functional Training (DE)
Functional Training (DE)

Everything you need to know about how to use wealthpilot successfully.

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Communication Workshop (DE)
Communication Workshop (DE)

How to present wealthpilot to your target group for the best possible results.

PDF download
Technical Onboarding (DE)
Technical Onboarding (DE)

Find out here how wealthpilot can be set up in your corporate design identity and how your custodian banks can be connected.

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Reporting: First Steps (DE)
Reporting: First Steps (DE)

Learn how to use the reporting tool to strengthen your customer relationships with your clients.

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Knowledge Base (DE)
Knowledge Base (DE)

Find all the answers to the most frequently asked questions or more information about wealthpilot software and how it works.

Learn more

Do you need further support?
Our Customer Success Team
can help at support@wealthpilot.de

Write to us
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