wealthpilot
by wealthpilot
Information provided by wealthpilot, reviewed by Builders in Fintech.
Wealth management software for banks, advisers and family offices
- Category
- Wealth and investing
- API
- Not available
- Markets
- Germany
wealthpilot is a German software-as-a-service platform for wealth management. Private banks, savings and cooperative banks, asset managers, family offices and financial advisers use it to aggregate, analyse and plan all of a client's liquid and illiquid assets, prepare advice and reports, and digitise client servicing. The company is now part of the Finaplus group.
Company-provided, not part of the CC BY dataset.