wealthpilot

500+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image

About this app

With wealthpilot, you and your advisor can make better, sustainable financial decisions and make more of your assets.
You get a complete overview at the touch of a button - including all bank details, deposits and other investments.
Download the intuitive wealthpilot app now and check your total assets on a daily basis anywhere in the world at the touch of a button.

Your benefits at a glance:

• Capture all assets quickly and easily
• Better financial decisions based on the latest technology
• Whether on the sofa, on the train or at the airport: you have the current asset status and can therefore react to market movements at any time and anywhere
• When making investment decisions, you speak to your financial advisor on an equal footing
• Your asset data is secure in a high-security data center
• You always retain sovereignty and control over all financial data
Updated on
Apr 9, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, App info and performance, and Device or other IDs
Data is encrypted in transit
You can request that data be deleted

What's new

- Ein neues Dashboard das in der Zukunft erweitert wird
- Verbesserungen für den Import und die Aktualisierung von Konten und Depots
- Neu: Zugriff auf Dokumente
- Neu: Direkte Kommunikation zwischen Kunde und Berater