wealthpilot
HQ Address
Dachauer Straße 15b, 80335 Munich, Germany
Website Address
Business introduction
Your all-in-one platform for advice on all asset matters for banks
Over 300 asset management companies, investment advisors, banks and savings banks use wealthpilot for all asset-related questions
Vision
We believe that professional wealth management should be accessible to everyone.
Mission
wealthpilot unlocks the full potential of professional asset management on a white label platform to optimize the assets of all end customers.
What we do
We are developing a wealth management platform to maximize end-customer assets, give advisors the freedom to provide personalized advice and create new sales channels for innovative financial products.
wealthpilot Solutions
Wealthpilot
Your customers will love it ... and in return you'll increase your assets under management. Up to 50% increase in AuM Up to 70% increase in your productivity as an advisor New customer aquisition and increased customer loyality Increase assets under management from existing clients Financial advisory is communication. With wealthpilot you enter into a more intensive......
