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  • Basic

    EUR 149/month per user
    Billed annually

    incl. B2B Banks & 10 B2C-Accounts,
    from 10 B2C-Accounts

    plus variable packages
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    For advisors who wish to transition from mountains of paper to a lean digital experience

    • 10 B2C-Accounts
    • Multibanking
    • iOS-App
    • Client access via App
    • Basic Reporting
    • DSGVO-compliant Document Sharing
  • Corporate

    On Request


    Talk to our experts for individual pricing

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    For larger companies with sophisticated structures and advanced compliance requirements.

    Comprehensive. Individually. Flexible.

    Manage even more complex advisory departments including team assistances with wealthpilot. Personalised support in implementation and management changes onsite.

Compare all features
Funktionen: Basic Professional Corporate

Highly encrypted data vault

Connection to custodian banks *

Connection B2C accounts / depots

including 10 B2C accounts

including 10 B2C accounts

including 10 B2C accounts

Multibanking

Automated data aggregation

Analysis of all assets

Client access via web

Mobile App (iOS) for clients

DSGVO-compliant document sharing

Automated reporting

Basic report (a predefined template)

Individually configurable

Individually configurable

Implementation company design

EUR 99 (once)

Success Planner (Goal-Based-Planning)

-

Tracking all customer goals

-

Web-based support

Premium telephone support

-

Trainings

Web-based

Web-based

Personalized & onsite

*Custodians according to the connections made available via wealthpilot.

Calculate your added value with wealthpilot

Discover for yourself how quickly wealthpilot can promote growth for your business.
The calculations are based on experience of our existing customers.

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