Empower Your Advisor, Digitize Your Client
Differentiate your service in a crowded market. WMCockpit provides the digital layer to see your client's total wealth and deepen your relationship. Your high-net-worth clients' lives are complex. They have assets with other banks, private investments, and complex estate plans. Your Relationship Managers (RMs) are blind to this "outside" wealth, limiting the quality of their advice and putting you at risk of being disintermediated.
Information is trapped in custodian reports, legal documents, capital call notices, and private equity portals. There is no single source of truth.
Offer your clients a branded, best-in-class digital portal where they can see their entire wealth ecosystem. This becomes their primary financial hub, dramatically increasing client retention and "share of wallet."
Our platform is ideal for trust companies. Manage complex fiduciary responsibilities, visualize trust structures, automate compliance, and create a perfect, auditable record of all decisions.
From Product-Pusher to Primary Advisor
Clients no longer value a bank that just holds assets. They demand holistic advice. WMCockpit integrates with your core banking system (like Avaloq, Temenos, etc.) to provide the 360° digital layer you're missing.
Integrate, Don't Replace
WMCockpit is an API-first platform built to enhance, not replace, your existing technology. It is the flexible, secure, and client-facing layer that provides the "last mile" of holistic service your UHNW clients demand.
