Customers
The businesses we serve, and the results they see.
Who We Serve
Every segment of the wealth industry.
From single-adviser practices to institutional managers, we tailor the same research and governance infrastructure to how each business actually operates.
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What we provide
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Who We Work With
The businesses we do our best work with.
We are selective about who we partner with, because the work only pays off when both sides care about the same things.
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Case Studies
Results from firms running on WealthPilot.
Billions
in assets under management
Hundreds
of personalised portfolio reviews per week
Tens of hours
of human time saved per practice per week
Private Wealth
Large Wealth Manager (Investment-Led)
The situation
Own AFSL and investment team, managing portfolios off-platform in XPlan.
What changed
WealthPilot applies IC model changes in bulk, with portfolio compliance reporting to the IC and no manual keying.
The result
Significant time savings, stronger compliance and a more scalable operating model.
“We've streamlined a process that used to take days into minutes, with full confidence.”
Independent Advice
Growth Orientated Mid Sized Advice Practice
The situation
Growing client base across multiple platforms, needing a more efficient review and implementation process.
What changed
WealthPilot now runs client-level, tax-aware reviews across the entire book, with ROA, fee consent and e-sign documents generated.
The result
Reviews that once took hours now take minutes, with a more consistent and scalable process across the practice.
“We can focus on advice, not admin — and our clients get a better, faster experience.”
Licensee Networks
Mid Sized Licensed Advisory Businesses
The situation
Large, complex book with multiple advisers and entities, requiring consistent oversight.
What changed
WealthPilot handles trade files for any platform, broker or super fund, with ongoing data checks and exception reporting.
The result
Greater visibility, reduced operational load and a more consistent client experience across the business.
“We now have complete visibility across the book, without the manual lift.”
MORE TIME FOR WHAT MATTERS.
A STRONGER, MORE SCALABLE PRACTICE.
Join the firms redefining investing.
See what WealthPilot can do for your business.
Speak With Our Team
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