Cloud & Digital

Wealth Compass

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. 


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.

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