Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
wealthpilot Advisors' Digital Solution
Enabling Bionic Advisory
- Business Need
- Finance
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.
Highlights
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%.
Provider Details
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Default Plan
€49 EUR/user/month