wealthpilot.com
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Submitted URL: http://wealthpilot.com/
Effective URL: https://wealthpilot.com/
Submission: On February 05 via api from US — Scanned from DE
Effective URL: https://wealthpilot.com/
Submission: On February 05 via api from US — Scanned from DE
Form analysis 2 forms found in the DOM
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<p>If you have challenges registering, please contact us at <a href="mailto:sales@wealthpilot.de" rel=" noopener">sales@wealthpilot.de</a></p>
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<p>wealthpilot is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to
contact you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please tick below to say how you would like us to contact you:</p>
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<p>In order to provide you the content requested, we need to store and process your personal data. If you consent to us storing your personal data for this purpose, please tick the checkbox below.</p>
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<p>You can unsubscribe from these communications at any time. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting and respecting your privacy, please review our
<a href="https://wealthpilot.com/privacy-policy" rel="noopener" target="_blank">Privacy Policy</a>.</p>
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<p>Our <a href="https://wealthpilot.com/privacy-policy" rel="noopener" target="_blank">Privacy Policy</a> applies.</p>
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New product launch in the U.S. Know more * Product * Increase AUM with Existing Clients * Increase AUM with New Clients * Increase Advisors Productivity * Data Security * Success Stories * Community * Blog * Ebooks, Guides & More * Onboarding & Services * Customer Support * Careers * Login * Start Free Trial EN START YOUR FREE TRIAL! Salutation* - Please Select -HerrFrau First Name* Last Name* Company Name* Do you work in a bank?* Please SelectYesNo Work Email* Phone Number If you have challenges registering, please contact us at sales@wealthpilot.de wealthpilot is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to contact you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please tick below to say how you would like us to contact you: * I agree to receive other communications from wealthpilot. In order to provide you the content requested, we need to store and process your personal data. If you consent to us storing your personal data for this purpose, please tick the checkbox below. * I agree to allow wealthpilot to store and process my personal data. * You can unsubscribe from these communications at any time. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting and respecting your privacy, please review our Privacy Policy. WEALTH MAS AN UNIQUE EXPERIENCE. AT THE TOUCH OF A BUTTON. The market-leading SaaS solution for advisors, asset managers and banks that allows to manage and plan all liquid and illiquid assets at the touch of a button. Get started here Get a Demo YOUR CUSTOMERS WILL LOVE IT ... and in return you'll increase your Assets under Management * Up to 50% increase in AuM * Up to 70% increase in your productivity as an advisor * New Customer Aquisition and increased Customer Loyality Video not supported * 0 bn. € Assets on Platform * 0 investors in the DACH-Region * * * * * * * OUR FEATURES SPEAK FOR THEMSELVES ALL ASSETS AT A GLANCE Offer your clients intuitive and up to date insights on their total assets Try now for free "> Video not supported IOS APP IN YOUR LOOK & FEEL Offer your clients a smart and stylish App, in their own company design ALL ASSETS AT A GLANCE Even on mobile, your clients have a daily updated view of all assets SIMPLE CONTROL Effortless overview of the whole financial situation, but also individual assets such as activation can be considered DATA SECURITY At wealthpilot, your data security is our top priority! All your customers' assets are stored in an high-security data center, at DATEV. The servers are secured through state-of-the-art technology and data is stored in encrypted form, making it illegible to all parties. The data is also transmitted in encrypted form between the server and your browser. The sovereignty over the data always lies with your client. Learn More WHO WE HELP Financial Advisors, Asset Managers, Accountants, Family Offices wealthpilot enables #bionic advisory for professional advisors - the future of wealth management. Digital. And personal. Associations For associations such as brokerage pools and custodian banks, wealthpilot provides an holistic asset-wide customer experience that is easy to use for end users and advisors. Banks and Insurance companies In the "Affluent" segment, wealthpilot digitalizes the essential part of the value chain without complex integration into the legacy systems. Did we catch your interest? Call us on +49 89-80911920 or Start Free Trial * * * * * * Dachauer Straße 15b 80335 Munich Germany Phone: +49 89-80911920 Email: info@wealthpilot.de Sales: +49 89-80911921 Press: +49 89-20003030 * Product * About Us * Data Security * Careers * Media Center * Contact * Success Stories NEWSLETTER Our Privacy Policy applies. * * * * * * * * FAQs * Imprint * Privacy * © 2023 wealthpilot GmbH