One clear view,
for every client you serve.
One clear view,
for every client you serve.
One clear view,
for every client
you serve.
WealthPoint gives independent managers and family offices a single, structured view of each client’s wealth, across every bank and asset, so you spend less time gathering data and more time advising.
WealthPoint gives independent managers and family offices a single, structured view of each client’s wealth, across every bank and asset, so you spend less time gathering data and more time advising.
WealthPoint gives independent managers and family offices a single, structured view of each client’s wealth, across every bank and asset, so you spend less time gathering data and more time advising.
HOW WE WORK WITH YOU
HOW WE WORK WITH YOU
WealthPoint stays in the background, under your brand and your relationship. We never advise your clients and never come between you and them. Our only role is to make their wealth clear, so your work is sharper and faster.
WealthPoint stays in the background, under your brand and your relationship. We never advise your clients and never come between you and them. Our only role is to make their wealth clear, so your work is sharper and faster.
WealthPoint stays in the background, under your brand and your relationship. We never advise your clients and never come between you and them. Our only role is to make their wealth clear, so your work is sharper and faster.
A Swiss foundation,
on a recognised standard.
A Swiss foundation,
on a recognised standard.
WealthPoint is a Swiss company. Client data is encrypted and hosted entirely in Switzerland, and every bank connection is read-only. We are a member of the OpenWealth association, the Swiss open standard that banks themselves support, and our software is certified Swiss Made Software. Your clients' data stays secure, within a clear and recognised framework.
WealthPoint is a Swiss company. Client data is encrypted and hosted entirely in Switzerland, and every bank connection is read-only. We are a member of the OpenWealth association, the Swiss open standard that banks themselves support, and our software is certified Swiss Made Software. Your clients' data stays secure, within a clear and recognised framework.
We never hold your clients’ assets. We make them clear, so you can do your work with a complete picture.
We never hold your clients’ assets. We make them clear, so you can do your work with a complete picture.
— WealthPoint Team
— WealthPoint Team
We never hold your clients’ assets. We make them clear, so you can do your work with a complete picture.
— WealthPoint Team
TRUSTED CONNECTIONS
Built on the platforms you already trust
WealthPoint connects to the custodians, banks and tools your clients rely on, so every position stays in one clear, consolidated view.
WHAT IT CHANGES
WHAT IT CHANGES
Three things that change your day to day
Three things that change your day to day
No more rebuilding the same picture by hand.
WealthPoint gives your practice a cleaner way to work, client by client.
No more rebuilding the same picture by hand.
WealthPoint gives your practice a cleaner way to work, client by client.
Every client’s wealth, across all their banks, in a single structured view. Liquid and private holdings, side by side.
Every client’s wealth, across all their banks, in a single structured view. Liquid and private holdings, side by side.
Connections keep everything up to date on their own. No statements to gather, no spreadsheets to rebuild, no quarter-end scramble.
Connections keep everything up to date on their own. No statements to gather, no spreadsheets to rebuild, no quarter-end scramble.
Every connection is read-only. Data is encrypted and hosted entirely in Switzerland, so your clients’ trust stays protected.
Every connection is read-only. Data is encrypted and hosted entirely in Switzerland, so your clients’ trust stays protected.
How it fits your practice.
How it fits your practice.
Onboard your existing clients in days. Give each one a consolidated view, keep your reporting consistent across banks, and free your team from gathering and reconciling data by hand.
Onboard your existing clients in days. Give each one a consolidated view, keep your reporting consistent across banks, and free your team from gathering and reconciling data by hand.
See it with one of your own clients.
See it with one of your own clients.
We will set up a short, private session with one of your cases, so you can judge the consolidation and the reporting for yourself.
We will set up a short, private session with one of your cases, so you can judge the consolidation and the reporting for yourself.
“Good decisions start with a complete picture.
That is what we build.”
“Good decisions start with a complete picture.
That is what we build.”
Your questions.
Answered.
How it fits your practice, who it is for, and how client data stays protected.
Didn’t find your answer?
Send us a message, we’ll respond with care and clarity.
Who is WealthPoint for in a professional setting?
WealthPoint is built for wealth managers, independent advisors and family offices who oversee complex client portfolios spread across multiple banks and custodians. It gives you one consolidated view of every mandate you manage.
Who is WealthPoint for in a professional setting?
WealthPoint is built for wealth managers, independent advisors and family offices who oversee complex client portfolios spread across multiple banks and custodians. It gives you one consolidated view of every mandate you manage.
How does WealthPoint fit into my existing advisory workflow?
How does WealthPoint fit into my existing advisory workflow?
It works alongside your current tools rather than replacing them. Connect your clients’ banking and custody relationships once, and WealthPoint keeps the consolidated picture up to date, so you spend less time gathering data and more time advising.
Can I manage several clients from one place?
Can I manage several clients from one place?
Yes. You oversee all your client relationships from a single dashboard, switch between mandates in seconds, and produce consolidated reporting per client, per household or across your entire book.
What can I share with my clients?
What can I share with my clients?
Clear, presentation-ready reports covering allocation, performance, costs and how each asset is held. You decide what each client sees and when, turning complex multi-bank data into something they can actually read.
How is client data secured and who controls access?
How is client data secured and who controls access?
All data is encrypted, computed and hosted in Switzerland, and every connection is read-only by design. You and your clients control access at each level, and WealthPoint never moves money, places orders or shares data without explicit consent.
Is WealthPoint compatible with Swiss banking standards?
Is WealthPoint compatible with Swiss banking standards?
Yes. WealthPoint is a member of the OpenWealth association, the Swiss standard for securely sharing wealth data between banks and trusted providers, so your professional connections stay reliable and compliant.
Your questions.
Answered.
How it fits your practice, who it is for, and how client data stays protected.
Didn’t find your answer?
Send us a message, we’ll respond with care and clarity.
Who is WealthPoint for in a professional setting?
WealthPoint is built for wealth managers, independent advisors and family offices who oversee complex client portfolios spread across multiple banks and custodians. It gives you one consolidated view of every mandate you manage.
Who is WealthPoint for in a professional setting?
WealthPoint is built for wealth managers, independent advisors and family offices who oversee complex client portfolios spread across multiple banks and custodians. It gives you one consolidated view of every mandate you manage.
How does WealthPoint fit into my existing advisory workflow?
How does WealthPoint fit into my existing advisory workflow?
It works alongside your current tools rather than replacing them. Connect your clients’ banking and custody relationships once, and WealthPoint keeps the consolidated picture up to date, so you spend less time gathering data and more time advising.
Can I manage several clients from one place?
Can I manage several clients from one place?
Yes. You oversee all your client relationships from a single dashboard, switch between mandates in seconds, and produce consolidated reporting per client, per household or across your entire book.
What can I share with my clients?
What can I share with my clients?
Clear, presentation-ready reports covering allocation, performance, costs and how each asset is held. You decide what each client sees and when, turning complex multi-bank data into something they can actually read.
How is client data secured and who controls access?
How is client data secured and who controls access?
All data is encrypted, computed and hosted in Switzerland, and every connection is read-only by design. You and your clients control access at each level, and WealthPoint never moves money, places orders or shares data without explicit consent.
Is WealthPoint compatible with Swiss banking standards?
Is WealthPoint compatible with Swiss banking standards?
Yes. WealthPoint is a member of the OpenWealth association, the Swiss standard for securely sharing wealth data between banks and trusted providers, so your professional connections stay reliable and compliant.
Your questions.
Answered.
How it fits your practice, who it is for, and how client data stays protected.
Didn’t find your answer?
Send us a message, we’ll respond with care and clarity.