Empowering Wealth Managers to advise on complex estates through AI-enhanced tools

WMCockpit provides a 360° estate overview by quantifying, stress-testing, and mapping a family's entire holdings. This process clarifies asset ownership and simplifies wealth governance, making complex structures understandable for wealth managers, advisors, and the families they serve, ultimately improving intergenerational communication about wealth.

Book a demo

Holistic wealth management tooling for family/multi-family offices & private wealth managers

Go beyond portfolio aggregation to model a client's true net worth. WMCockpit seamlessly integrates both bankable and non-bankable assets, from discretionary portfolios to art collections, real estate, and private equity. For ultimate flexibility, our platform supports both discreet manual entry for sensitive assets and streamlined automation via secure API connections to global financial institutions.

Product overview

Optimized Client Profile Setting
‍Craft personalized strategies with our user-friendly interface. Align investments perfectly with your client's financial landscape and goals.

Long-term Cash and Estate Projections
Visualize your clients' financial trajectory with ease. Make proactive decisions to ensure their financial stability.

Stress Testing
Simulate various market conditions and build resilience into your wealth management approach. Be prepared for whatever the financial world throws your clients way.

Detailed Scenario Analysis
Anticipate and adjust strategies with our real-time scenario comparison feature. Navigate wealth management complexities with confidence.

Robust KYC and Suitability Compliance
Stay compliant with our robust KYC and suitability features. Focus on creating value for your clients.

WMCockpit is a client engagement & KYC tool

A powerful client-advisor relationship is built on trust, clarity, and compliance. WMCockpit provides the engine for this, blending data-driven insights with robust suitability reviews to elevate the quality of engagement. The result is a unique understanding that leads to more efficient and confident decision-making. By embedding key CRM and KYC functions, our platform ensures every strategy is both compliant and deeply collaborative.

Book a demo

The Operating System for Modern Wealth.

Book a demo