of Liquid Assets1 per Advisor 3 Months
of Liquid Assets1 per Advisor 6 Months
of Liquid Assets1 per Advisor 12 - 18 Months
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.