Increase Assets under Management from existing clients
Increase Assets under Management from new customers
Up to 70% increase in productivity for advisors
Check out your individual benefits with wealthpilot
Don't hesitate and test the added value of bionic advisory with wealthpilot. Our pilots are happy to assist you.
Try now for freeA better way to grow with #bionic advisory
wealthpilot helps to scale personal advisory
in your company
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Dashboard
With the wealthpilot Dashboard time-consuming Excel spreadsheets are a thing of the past. Now you have all relevant analyzes at a glance.
Balance Sheet
The balance sheet enables you to have a daily updated overview of all liquid and illiquid assets incl. financing.
Asset Growth
Track and understand the evolution of all assets classes.
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Show your clients' assets in a new way
Understand how assets are really allocated - for example, in which countries your clients are positioned with which assets.
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Unique Transparency
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.
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Planning Financial Life Goals
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.
FAQs - Frequently Asked QuestionsDo you have any further questions?
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What is the current coverage of available banks via "Multibanking"?
Availability is around 97% of the German and Austrian banks.
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What is the ratio of accounts/custody accounts, the accounts / depots read in via "multibanking" or via a core bank connection in wealthpilot?
Around two thirds of liquid assets are read in via multibanking from external banks.
