wealthpilot is a German SaaS platform for holistic wealth management, helping banks, savings banks (Sparkassen), cooperative banks, wealth managers, family offices, and wealth advisors manage complex liquid and illiquid assets on demand. The company positions its product as a 'digital co-pilot' for modern wealth consultation - combining data analysis with client experience so advisors can visualize a client's total wealth and run an integrated advisory process from overview to reporting.
On its website, wealthpilot emphasizes that its software provides a complete perspective on assets 'on one screen' and supports daily advisory workflows including 360° consultation, presentation/reporting, and secure document handling and communication. It also highlights productivity gains through automated integrations and data analysis, along with an end-customer portal for web and mobile to strengthen next-generation client engagement and loyalty.