Wealthcom AG provides a SaaS wealth-management platform that consolidates multi-custodian assets and supports portfolio and order management, automated reporting and AI-enabled features for rebalancing and compliance alerts.
AI-generated
Offering
Products & services
Industry:Software Development
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
AI-native SaaS platform for independent financial advisors, external asset managers and family offices; combines portfolio management, order management, multi-custodian data consolidation, CRM and digital client access.
Multi-Custodian Data Consolidation
Automated reconciliation of accounts, positions and transactions; supports Swiss and international custodians as well as bankable, non-bankable and crypto assets with a consolidated portfolio overview.
Client Portal (White-Label)
White-label client portal for portfolio transparency, performance tracking, secure messaging and document exchange, remote eSignature and an advisor-branding interface.
Advisor Workspace (CRM)
Advisor workspace for client onboarding, risk profiling, compliance documentation, portfolio monitoring and proposal management with validation.
Portfolio Management System (PMS)
Portfolio management for strategy allocation, model portfolios, discretionary and advisory mandates, individual portfolio configuration and AI proposals.
Knowledge
No knowledge articles yet
Once Wealthcom AG has claimed this profile, we'll publish editorial articles and case studies here together.