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wealthpilot helps to scale personal advisory
in your company
With the wealthpilot Dashboard time-consuming Excel spreadsheets are a thing of the past. Now you have all relevant analyzes at a glance.
The balance sheet enables you to have a daily updated overview of all liquid and illiquid assets incl. financing.
Track and understand the evolution of all assets classes.
Understand how assets are really allocated - for example, in which countries your clients are positioned with which assets.
Get to know all the relevant details of the components of the assets and the underlying financial instruments - intuitively visualized and retrievable at the touch of a button.
Plan your clients' financials and track the current probability of reaching all goals. Simulate different scenarios and see how likely it is to achieve all financial goals.
Discover wealthpilot’s features
Availability is around 97% of the German and Austrian banks.
Around two thirds of liquid assets are read in via multibanking from external banks.