The 360° Balance Sheet
See the total picture. WMCockpit aggregates every asset, public and private, liquid and illiquid, from any source. Stop making decisions with incomplete data. While legacy platforms focus on marketable securities, WMCockpit provides a true, consolidated balance sheet. Our AI-driven data engine captures, structures, and reconciles data from any source, giving you a single source of truth.
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Illiquid & Private Assets
Track private equity, hedge funds, real estate, and direct investments.
Trophy Assets
Manage art, collectibles, cars, yachts, and properties. Attach photos, appraisals, and insurance documents.
Liabilities & Credit
Get a true net-worth picture by tracking mortgages, loans, and other credit lines against the assets they are tied to.
Bank & Custody Feeds
Automated, multi-bank, multi-currency portfolio feeds from 140+ custodians, reconciled daily.
customization
Consolidation vs. Orchestration
Most focus on portfolio consolidation. We focus on wealth orchestration. By including illiquid assets, legal structures, and liabilities, our platform provides the context behind the numbers, allowing for truly strategic advice. You can't advise on a client's total risk if you can only see a fraction of their assets.
