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wealthpilot
SaaS solution for asset managers, advisors, and bankers
Table of Contents
wealthpilot - 2026 Pricing, Features, Reviews & Alternatives
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wealthpilot overview
What is wealthpilot?
wealthpilot is a SaaS solution, which is used in different areas of asset management and is designed for asset advisors, managers, bankers, insurance businesses, and associations. wealthpilot also provides iOS and Android mobile applications.
wealthpilot enables team members to manage and plan liquid and illiquid assets. Staff members can generate overview, individual, and aggregate analysis of separate values to optimize customer advice interview operations. Users can utilize data visualizations and graphics to gain an understanding of risk and return. All these functions aim to relieve the burden on consultants and reduce the working time consumed by data aggregation and analyses processes.
wealthpiolt aims to improve customer relationships via digital solutions. This applies both to the acquisition of new customers and maintaining the loyalty of existing customers. All client asset data can be automatically transferred to the software via interfaces. Data security is addressed by the handling of asset data in a high-security data center at DATEV.
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wealthpilot reviews
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wealthpilot's features
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wealthpilot pricing
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wealthpilot support options
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wealthpilot FAQs
wealthpilot has the following pricing plans:
Pricing model: Subscription
Free Trial: Available
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Q. Who are the typical users of wealthpilot?
wealthpilot has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does wealthpilot support?
wealthpilot supports the following languages:
German, English
Q. Does wealthpilot support mobile devices?
wealthpilot supports the following devices:
Android, iPad, iPhone
Q. Does wealthpilot offer an API?
No, wealthpilot does not have an API available.
Q. What level of support does wealthpilot offer?
wealthpilot offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, FAQs/Forum