A Unified Hub for All Stakeholders
Give your clients, their families, and their external advisors a single, secure, and white-labeled portal to access information and collaborate. The modern wealth relationship is collaborative. WMCockpit replaces insecure email chains, chaotic data rooms, and quarterly paper reports with a 24/7, on-demand digital experience.
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Sticky" Digital Experience for Your Clients
Give your clients a portal so valuable, they use it as their primary financial hub. A "sticky" client is a loyal client.
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Granular, Role-Based Permissions
You control who sees what. The client sees everything. Their lawyer sees only legal entities. Their tax advisor sees only relevant financial reports. The next generation sees only the educational materials you've shared. This is security and collaboration in one.
The Secure Digital Vault
A single source of truth for all critical documents: wills, trust deeds, passports, property titles, insurance policies, and more.
A White-Labeled Experience
This is your platform. Fully brand the portal with your logo, your colors, and your identity.
Reports That Show the Whole Story
Generate bespoke, institutional-grade reports in seconds. Our reports don't just show portfolio performance - they show the total balance sheet and the estate structure. Stop wasting days at the end of the quarter manually building reports in Excel.
