Wealthcome
HQ Address
2 rue Adrienne Bolland, Ikigai Building, 33600 Pessac, France
Website Address
Business introduction
Technology at the service of wealth management advice
We publish solutions for finance and wealth management professionals
The next-generation ecosystem for wealth management professionals
Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management.
Designed for wealth management advisors, family offices, and financial institutions, our platform combines all the essential features wealth management professionals need in a single tool: data aggregation, regulatory compliance, customer relations, and sales management.
Wealthcome Solutions
WealthConnect
Overview The WealthConnect ecosystem, in synergy with WealthPro, simplifies your wealth management support by making it accessible and transparent for you and your clients. Adding an asset Your clients can connect their bank accounts and declare their other assets independently. You get a complete overview of their wealth, consolidated in WealthPro, to refine......
business needs
view solutionWealthLab
Personalized taxation and inheritance strategies Refine your tax recommendations with simulators dedicated to income tax, inheritance tax, life insurance transfers or tax optimization. Financial protection and optimized retirement planning strategies Offer robust insurance strategies and anticipate risks related to disability, death or retirement, while optimizing executive compensation. Wealth structuring and investor profiling Align allocations and......
business needs
view solutionWealthOne
Wealth One – The wealth management solution for large financial institutions WealthOne is a leading portfolio management technology platform designed to meet the complex needs of institutional players. Thanks to its intuitive interface, flexibility and advanced integration capabilities, it allows your teams to manage, analyze and optimize your portfolios with maximum efficiency......
business needs
- Business Process Management & Outsourcing
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
WealthPro
Data aggregation Assets under management are aggregated in real time, with automatic, comprehensive, and reliable data retrieval. This provides you with a complete view of your clients' assets and liabilities, thus facilitating overall wealth management. Automated compliance The regulatory documents recommended by the chambers are automatically updated, ensuring your business complies with regulations.......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Portfolio & Wealth Management Systems
WealthTreet
In-depth portfolio analysis Gain a clear, detailed and personalized view of each client portfolio, to refine your recommendations with concrete data. Backtesting & strategy validation Test the robustness of a portfolio over time with integrated backtesting, to propose strategies based on market experience. Optimized rebalancing for your portfolios Maintain consistency of allocations over time with......
