See the Whole Picture. Be the Primary Advisor.
Compete with the private banks by offering a more holistic, tech-driven service. WMCockpit is your platform to advise on your client's total wealth. Your clients want a single, trusted advisor who understands their entire financial picture. But without the right tools, you can only advise on the assets you manage, forcing you to compete on performance alone.
Offer your clients a consolidated view of all their bank accounts, private investments, and real estate on one branded platform. This is a service they will pay for.
Use our collaborative portal to securely engage with your client's lawyer, accountant, and other fiduciaries. By providing the platform that connects everyone, you become the central, indispensable advisor.
Our AI-driven engine captures data from all sources, freeing you to focus on client relationships and growing your business.
Punch Above Your Weight
Use the same powerful orchestration tools as the world's largest family offices to deliver a service the big banks can't.
The "FamilyOS": Your Central Hub for Orchestration
The "FamilyOS" is the key to a seamless transition.
See the "FamilyOS" in Action.
Empower your family office with a platform built for strategic orchestration.
