Solution introduction
Today's wealth is complex. It's not just stocks and bonds; it's private equity, real estate, art, and intricate legal structures spanning multiple jurisdictions. Legacy software and spreadsheets were not built for this reality. WMCockpit is
We replace siloed reports and unsecured emails with a single, secure, and collaborative "cockpit" for all stakeholders - the family, the advisors, the trustees, and the legal counsel
We provide the tools to manage the total picture, from financial data to human legacy
Estate and succession planning
Move beyond static documents. Visually map family trees, trusts, and holding companies, and link them directly to assets and legal files.
Client collaboration and reporting
Provide a secure digital vault and white-labeled portal for family members and external advisors. Control exactly who sees what.
Compliance and risk management
Manage cross-border complexity with an auditable, transparent platform. Stay on top of regulatory requirements, KYC, and risk exposure.
Holistic aggregation
Get a real-time, consolidated 360° balance sheet. Our AI-driven engine captures data from any source - public, private, liquid, and illiquid.
