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wealthpilot Advisors' Digital Solution

Enabling Bionic Advisory

Overview

wealthpilot is the leading wealth management platform designed for private banking and wealth management and their teams looking to increase their assets under management and scale their business efficiently.

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  • Provide stellar service | wealthpilot enables firms to provide real time insights to both advisors and clients across their holistic wealth, combined with analytics based recommendations for advisors and intuitive advisor-client collaboration.

  • Maximize asset under management | wealthpilot improves the client relationship by creating new levels of trust and transparency. This leads to a new level of advisory, with the direct benefit of growing the advisors´ asset under management up to 50%.

  • Improve advisor productivity | wealthpilot consolidates automatically & in real time all wealth related insights into an holistic client view for advisors. wealthpilot automates processes to improve advisor productivity by up to 70%.

wealthpilot sets a new standard for bionic advisory, increasing the number of value-add client interactions - in a single user experience. Daily Updated Data Overview of all available assets per client with automated data import and consolidation from all relevant sources (incl. multibanking). Holistic Client Dashboarding Relevant wealth KPIs are displayed across all assets and clients. Reporting & Tracking Intuitive and standardized across all relevant data sources. Client reporting is easily customizable to offer an exceptional client experience. Financial Planning Actual vs. desired state analysis with goal-based scenario optimization and recommendations. Digital Client Engagement Client access creates trust and transparency and triggers new client interactions. Mobile Mobile support allows for access everywhere. The mobile experience combines a beautiful and easy to use interface with the powerful wealthpilot functionality. Branding Advisor branded client experience creates improved loyalty. Unified Platform wealthpilot provides the perfect solution for end-to-end wealth management, easily integrating existing mid- and back-office services.

Categories

Business Needs
Finance
Features
No Limits
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Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package