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Die marktführende SaaS-Lösung für Berater, Vermögensverwalter und Banken lässt Sie alle liquiden und illiquiden Vermögenswerte auf Knopfdruck managen und planen.
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Hex Code
Color name
RGB
HSL
CMYK
#E3B380
Harvest Gold
227, 179, 128
31, 64, 70
0, 21, 44, 11
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#9D6929
Paarl
157, 105, 41
33, 59, 39
0, 33, 74, 38
Wealthpilot is the leading SaaS solution for advisors, asset managers, and banks, offering a comprehensive platform to manage and plan both liquid and illiquid assets at the touch of a button. With a focus on digitalization in wealth management, wealthpilot's new marketplace is designed to empower financial professionals and their clients, providing them with more time and success in value-added investment advice. This innovative platform enables advisors to aggregate and analyze all assets in real-time, while also facilitating personalized investment product offerings.
By using wealthpilot, professionals can increase assets under management by up to 50%, acquire new clients, enhance customer loyalty, and boost advisor productivity by up to 70%. With 164 billion euros in assets on the platform and over 104,000 end customers in the DACH region, wealthpilot's features and functionalities are sure to impress. Test our unique and intuitive platform for free today and see how it can elevate your wealth management strategies
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Finance
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The Wealthpilot name, logos and brand assets are trademarks of Wealthpilot and its affiliates. Brandfetch isn't affiliated with or endorsed by Wealthpilot. Their use is subject to Wealthpilot's brand guidelines.
