The Smart Solution
for Professional Wealth Managers

Benefit from automatic data consolidation and compliance checks,
intuitive portfolio management and increased client satisfaction.

WealthStimulus Benefits

We offer a holistic solution to wealth management challenges giving your business a competitive edge.

Comprehensive

Fully automated data consolidation means every client portfolio you manage is automatically gathered from each custodian bank and entered into one user-friendly platform where it’s ready to view daily at 6am. You can trust your data!

Cost-Effective

WealthStimulus platform – by combining portfolio and client data in one place – automates daily investment or compliance tasks and speeds up preparations for calls or meetings with your clients. What to do with all the time you have gained? Now you can spend it with your clients or on growing your business.

Customer-Centric

WealthStimulus Client Portal makes it simple for your clients to check on their investments and access daily consolidated portfolios from various custodian banks. Attract new digitally savvy clients and differentiate from competitors. All time you gained thanks to WealthStimulus you can now spend on being their trusted advisor.

Complaint

WealthStimulus' automated regulatory compliance means a faster and simplified process which meets all current and future standards like MIFiD II, GDPR and FIDLEG. And you can also monitor whether portfolio or instrument allocations meet your clients’ objectives.

Why WealthStimulus

35+

Custodian Banks

48h

Setup Time

3

Month Pilot

The Wealth Management Solution
You’re Looking For

WealthStimulus is an easy to implement all-in-one portfolio management solution that automates your manual processes and speeds up your daily work. WealthStimulus gives you back the time you need to grow your business and attract new, digitally savvy clients.

Let Us Show You How WealthStimulus Can Work for Your Business

Let our experienced team of WealthTech experts take you on a guided tour of WealthStimulus’ digital platform. In one simple demonstration meeting, you will discover how our time-saving platform increases productivity by automating your most labour-intensive daily tasks from portfolio management and compliance checks to consolidated reporting for your HNWI clients. You will receive personalized advice on how each of the WealthStimulus modules helps you to grow your business.

What Makes WealthStimulus Different

Secure Data Storage

Flexible and Transparent Pricing

Highest Data Quality

35+ Automated
Custodian Interfaces

User-friendly and Intuitive Interface

No Installation Cost

48-Hour Service Activation

Unlimited User Accounts

3-month Pilot with Real Portfolio Data

WealthStimulus Story – Learn Why We Started

WealthStimulus was founded in 2015 by finance and technology professionals. They believed that Wealth Management can and should benefit from the latest technologies and digital innovations, in line with other industries, to accelerate growth and attract new generations of clients.

They set up WealthStimulus to automate the manual processes and created a web-based platform that makes managing wealth more convenient, cost-effective, customer-centric, and compliant.

Your Questions Answered

WealthStimulus’ pricing depends only on the asset under management automatically consolidated by the platform. There is no set-up costs and you get access to WealthStimulus  within 48h from receiving the first data from your custodian bank. Please contact us so we can prepare an offer tailored to your needs.

No. The only things that you need are:

  • Internet connection
  • PC or Mac with an Internet browser.

Our solution is fully web-based. That means you can access your portfolio and client data anytime and anywhere without a burden and running-costs of developing and maintaining an IT infrastructure in-house. All you need is your computer and an Internet connection. WealthStimulus supports Windows and Mac OS systems and all leading browsers.

Yes! We offer 3 months pilot to test-drive WealthStimulus’ capabilities and verify if it delivers real value to your business.

During the trial, WealthStimulus automatically consolidates all of your portfolios from two custodian banks selected by you. After that period, you can decide if you want to keep using our platform.

None. Or very close to none. All we need from your side are contact details of relationship managers within the custodian banks that you work with. WealthStimulus’ team takes care of the whole set-up process with these banks and notifies you when the platform is ready to use. 

WealthStimulus and all the portfolio and client data is only hosted in highly secured, top-tier Microsoft and Swisscom data centers. For our Swiss customers, sensitive data is stored in Switzerland; APAC customers – in Singapore; EU customers – in Amsterdam and Dublin.

Let’s Get Started

Discover how WealthStimulus can benefit your business by booking a risk-free phone consultation with our team of experienced WealthStimulus professionals today. You’ll see how simple our digital platform is to use and how much time it can save you when consolidating data, dealing with clients, and keeping up with regulatory compliance. With WealthStimulus you can have more time to grow your business.