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 and interactive exchange with your clients. This strengthens your role as a main confidant.

Intuitive graphics provide a better understanding of return and risk, and motivate your clients to have more assets managed by you and to invest in the capital market.

With a clear overview of their current asset situation and a digitally supported advisory process, you create the basis for advice that is fun and far exceeds the expectations of your customers. And that, will turn them into fans.

Increase AuM through our WOW-Effect
wealthpilot allows you to acquire new customers through an innovative sales process.

The secret lies in the WOW effect, which you trigger by using wealthpilot with potential new customers. You and your company will have digital lead generation solutions and a personalized demo mode available, which you can also integrate on your website.

We support your entire sales process with individual content marketing, e.g. using landing pages or customers videos - all in your company look & feel.

Increase in advisors productivity
Increase your net sales time. wealthpilot enables you to save up to 70% of your working time in data aggregation and analysis. So you can focus on what matters the most - you and your clients.