Winner | Best Wealthtech for Digitally Empowering Relationship Managers | Global Private Banker Wealthtech Awards 2025

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WMCockpit is the holistic wealth and estate management platform for family offices and private banks. We map your complete financial and legal ecosystem on a single, AI-driven platform.

The Single Source of Truth for family wealth.

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As seen in

Your Wealth is More Than a Ticker Symbol

Traditional portfolio tools see 30% of the picture. WMCockpit is built for the other 70%, the complex, illiquid, and personal assets that define your legacy.

Fragmented Data

Your client's data is siloed in bank reports, legal documents, spreadsheets, and emails. No one has the full view of the total balance sheet.

Complex Structures

Managing multi-jurisdictional trusts, holding companies, and family succession plans is a manual, high-risk process prone to human error.

Disconnected Advice

The banker, lawyer, and tax advisor are working in silos, unable to collaborate on a unified strategy, creating risk and missed opportunities.

A Single Platform for Architecture, Governance, and Insight

Features / Capabilities

Wealth Architecture

Estate Governance

AI Driven Insights

Platform Access

Team Members

UBO Portals / Read Only Access + Mobile App

Data & Aggregation

130+ Global Custodian Connections (Portfolio Consolidation)

Liquid / Illiquid Asset Integration

Multi-Currency & Multi-Jurisdiction

Legal & Entity Mapping

Comprehensive Organigram Mapping (Trusts, Co's, Charities)

UBO & Domicile Profiling

Legal Exposure Capture

Planning & Modeling

Real-Time Scenario Stress-Testing

Product Impact Comparison

Collaboration & Reporting

Granular Access Controls

Secure Document Vault

White-Labeled Reporting

AI-Powered Intelligence

AI-Driven Liquidity Insights, Climate and Currency Exposure

AI-Driven Tax Liability & Exposure

AI-Driven Newsfeed

From Fragmented Data to Holistic Management

WMCockpit provides a single source of truth that connects every asset, structure, and stakeholder, empowering you to make decisions with total clarity.

Aggregate Total Wealth

Consolidate all assets - public, private, liquid, and illiquid. Our AI-driven engine structures data from any source, from custodian feeds to unstructured legal documents.

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Collaborate Securely

Provide a single, auditable platform for family, advisors, and fiduciaries. Set granular permissions so everyone sees exactly what they need to, and nothing they shouldn't.

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A Unified Platform for the Entire Wealth Ecosystem

For Family Offices (MFOs & SFOs)

The Operating System for Your Family. Move from data entry to strategic advisor. Use our "FamilyOS" to manage complex structures, mitigate risk, and provide unparalleled service across generations.

For Private Banks & Trusts

Digitize Your Client, Empower Your RM. Differentiate your service beyond standard portfolio management. Offer a 360° view of wealth, ensuring compliance and deepening client retention.

Bank-Grade Security. Total Data Privacy

Your clients' data is their most sensitive asset. We protect it as our foundation.

End-to-End Encryption

Your data is encrypted at all times. We use military-grade AES-256 encryption at rest (on our servers) and TLS 1.3+ in transit (from your browser).

SOC 2 Compliance

We are currently undergoing a rigorous SOC 2 audit. This demonstrates our formal commitment to independent, third-party validation of our enterprise-level security, availability, and confidentiality controls.

Granular Access Controls

You control exactly who sees what. Set permissions so your lawyer sees only legal entities, your tax advisor sees only reports, and your family members see only the overview you've approved.

Private Cloud & Data Sovereignty

Our architecture is built for flexibility. We offer a secure, private cloud or can deploy on-premises to meet your institution's specific data residency requirements. This provides true data sovereignty, allowing you to choose the exact physical jurisdiction (e.g., Switzerland, Singapore) or data center where your data is stored.

Gather the facts
Create a picture
Share a vision

See how WMCockpit provides the clarity, control, and collaboration your clients demand.

Book a Demo