How long does it take to implement the Wealth Management Platform?

The exact implementation period of our wealth management software depends on the size of the assets and the complexity of the individual components. On average, the wealth management platform is ready for use after approximately two to six months.

Are there individualised access rights to the private wealth management software?

Yes, access rights can be assigned individually. In this way, you can use our wealth management software to show and maintain a section of your overall portfolio to partners or advisors without having to disclose your other asset components. This is very helpful, for example, in the area of property management by external service providers.

Where is the asset management software data stored ?

Your data is stored in a Swiss high-security data centre, where data from central banks is also kept safe. In addition, a backup of your data is also stored in Switzerland in a second data centre.

Can information from the Wealth Management Platform also be read out as a PDF?

Yes, you have the option of compiling reports individually in our asset management software and having them output as a PDF.

Can editors make changes unnoticed?

No, all changes are tracked. A logbook system allows you to track and assign any editing steps.

Cloud & Digital

Wealth Compass

Name: Wealth Compass
Uploaded: 2023-07-04T12:00:00+00:00
Duration: 1 min 40 s
Description: Keep an eye on your total assets digitally and securely

Keep an eye on your total assets digitally and securely

The efficient software solution for your private asset management

Large private estates are complex: the various assets are often already divided among individual family members over many generations. The statement of assets can quickly become confusing and is particularly prone to errors when managed manually. The Wealth Compass is a digital reporting and wealth management solution that presents your wealth portfolio holistically and clearly.

Benefits

Comprehensive asset overview in real time

You gain a transparent overview of your business and personal assets. The asset management software is individually adapted to your family and asset structures.

Comprehensive asset overview in real time

You can track the distribution of and changes in your total assets, identify risks more quickly and make data-driven decisions based on detailed reports and analyses.

Manage private assets simply and efficiently

You increase the efficiency, speed and quality of your wealth management through the automated back office of our Wealth Management Platform.

Sustainable asset management for your family

You can not only have your private assets managed via the Wealth Management Platform, but also arrange your estate and succession in a secure and comprehensible manner.

Modular structure of the Wealth Management Platform

The Wealth Management Software enables you to manage your private assets securely and sustainably. The Wealth Compass primarily consists of two modules that are individually adapted to your family office and your asset structure by PwC experts.

Module 1: Global Wealth Map

This tool is the primary data repository from which the second module, the Consolidated Portfolio Analysis, is also composed. In the Global Wealth Map, all asset components are mapped together with all relevant data, documents and contacts. You thus receive a comprehensive representation of the ownership and asset structure.

Module 2: Consolidated Portfolio Analysis

Consolidated Portfolio Analysis provides you with a holistic overview of your portfolio and helps you make data-driven decisions and manage the risk of your assets with detailed analyses of your assets.

In the Spotlight

Who is the Wealth Compass suitable for?

On the one hand, the Wealth Compass is suitable for already existing, often very comprehensive single family office structures that would like to digitalise and professionalise themselves. On the other hand, the Wealth Management Platform is also suitable for families who want to start with the clear management of their private assets and who would like a kind of virtual Single Family Office due to still smaller asset ratios.

Your added value with Wealth Compass: digital private wealth management with PwC's expertise

Private wealth management technologies require internal resources who are familiar with the operation of these technologies. For this reason, you receive access to a digital wealth management platform. On the other hand, if you wish, you can benefit from our PwC experts taking over the complete accounting, administration and quality assurance of the data.

All documents and contacts in one place

With Wealth Compass, you bring together all your important wealth data, documents, contacts, activities and messages securely and traceable in one place. Our digital vault stores, organises and monitors your documents and notifies you when they need to be updated.

24/7 access to your asset management software

Our mobile access (via app/browser if desired) allows you to access Wealth Compass at any time, anywhere in the world, manage your portfolio and keep an eye on it with alerts (e.g. on securities prices, performance fluctuations and portfolio movements).

Asset management at the highest level of security

With our EU data protection-compliant wealth management solution, you benefit from military-level security standards. All data is stored exclusively in Switzerland.

More efficiency through individual access rights

You decide who sees which asset components and who may make changes or delete content. In this way, you retain full control and enable efficient use of the private asset management software within a predefined framework.