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wealthpilot Advisors' Digital Solution

By wealthpilot GmbH

Enabling Bionic Advisory

No Ratings
Starting at €49   EUR/user/month

Discounts available for nonprofits

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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.

  • wealthpilot Kundennutzen (German)

  • Testimonial (German)

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
wealthpilot/Release 1.3 1.3.0
Listed On
02/25/2021
Latest Release
03/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English
German

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/20/2019

Additional Details

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.

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wealthpilot GmbH

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