One Marina Boulevard, 2017, Singapore, 018989
WMCockpit provides comprehensive mapping of both financial and non-financial client assets, coupled with stress testing and investment simulation. Our platform delivers actionable insights and AI-enhanced quantitative analysis, fostering relationships grounded in trust
WMCockpit is a Client Engagement Tool
In a rapidly digitizing world, holistic wealth management requires a powerful tool that blends data-driven insights, adaptive planning, regulatory compliance and substance over form suitability review. The ensuing discussions create a unique understanding between client and advisor that brings engagement, hence decision making efficiency, to a new level. WMCockpit acts as a key CRM tool.