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

WMCockpit quantifies, stress-tests, and maps a family's entire estate, making complex family structures understandable for wealth managers, private bankers, tax advisors, and the families. Our platform generates AI-enhanced insights, dynamic family holding structure charts, bespoke estate overview reports, and serves as a secure vault for valuable documents.

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Holistic wealth management tooling for family/multi-family offices & private wealth managers
Not just portfolio aggregation. Model bankable and non-bankable assets, from discretionary equity portfolios to art collections, real estate or individual private equity investments. Manual input is available for those needing discretion and automation via API's exist for those willing to connect current assets held with numerous 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
In a rapidly digitizing world, holistic wealth management requires a powerful tool that blends data-driven insights, adaptive planning, regulatory compliance and "substance over form" suitability review. The ensuing discussions create a unique understanding between client and advisor that brings engagement, hence decision making efficiency, to a new level. WMCockpit also acts as a key CRM & KYC tool.
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Unlocking wealth management excellence, today

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One Marina Boulevard #2017
Singapore 018989

Gate Avenue, Zone D - Level 1 Al Mustaqbal St - Dubai - United Arab Emirates
WMCockpit is a member of the Singapore Fintech Association
WMCockpit Technologies Ltd is aregistered company within the Dubai International Financial Centre Authority