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 touch of a button - including all bank details, deposits and other investments.
Download the intuitive wealthpilot app now and check your total assets on a daily basis anywhere in the world at the touch of a button.
Your benefits at a glance:
• Capture all assets quickly and easily
• Better financial decisions based on the latest technology
• Whether on the sofa, on the train or at the airport: you have the current asset status and can therefore react to market movements at any time and anywhere
• When making investment decisions, you speak to your financial advisor on an equal footing
• Your asset data is secure in a high-security data center
• You always retain sovereignty and control over all financial data