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Increase Assets under Management from existing clients

€ 1,49 M Ø increase
of Liquid Assets1 per Advisor
3 Months
€ 2,27 M Ø increase
of Liquid Assets1 per Advisor
6 Months
Up to >€ 17 M Ø increase
of Liquid Assets1 per Advisor
12 - 18 Months
1 Liquid Assets are additional bank accounts or stock portfolios of financial advisors’ customers, which are uploaded by end users via wealthpilot mobile or web app. Source: wealthpilot 21.12.2018.

Increased trust = Increased Assets under Management

Financial advisory is communication.

With wealthpilot you enter into a more intensive and interactive exchange with your clients.
This strengthens your role as a main confidant.

Intuitive graphics provide a better understanding of return and risk, and motivate your clients to have more assets managed by you and to invest in the capital market.

With a clear overview of their current asset situation and a digitally supported advisory process, you create the basis for advice that is fun and far exceeds the expectations of your customers. And that, will turn them into fans.

ROI Calculator

See for yourself the added value of bionic advisory with wealthpilot. Our pilots are happy to assist you. 

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What our customers say

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