With wealthpilot, you and your advisor can make better, sustainable financial decisions and make more of your assets.
You get a complete overview at the push of a button - including all bank details, custody accounts and other systems.
Download the intuitive wealthpilot app now and check your total assets with the push of a button anywhere in the world.
Your benefits at a glance:
& # 8226; & # 8195; Record all assets quickly and easily
& # 8226; & # 8195; Better financial decisions based on the latest technology
& # 8226; & # 8195; No matter whether on the sofa, on the train or at the airport: You have the latest asset status and can react to market movements anytime and anywhere
& # 8226; & # 8195; When making investment decisions, you speak to your financial advisor at eye level
& # 8226; & # 8195; Your asset data is safe in a DATEV high-security data center
& # 8226; & # 8195; You always retain sovereignty and control over all financial data