Why Choose Wealth Wallet
One Platform.
Smarter Advice. Total Clarity.
Wealth Wallet is a smart financial platform designed for Swiss residents and the advisers who support them.
Acting as a Digital Financial Twin, Wealth Wallet brings together nine powerful modules to automate, optimize, and project every aspect of a client’s financial life — providing complete clarity, smarter decisions, and greater confidence.
Whether used directly by individuals or through financial advisers, Wealth Wallet transforms complex financial data into clear, actionable insights across cash flow, wealth, mortgages, investments, retirement, and life events.
With an intuitive interface, advanced analytics, and intelligent scenario modelling, Wealth Wallet empowers individuals to take control of their future while enabling advisers to deliver more personalized, data-driven advice at scale.
Personalized Insights
Managing your money shouldn’t feel overwhelming.
Get smart, actionable recommendations for every life stage.
All-in-One Solution
No more fragmented tools and disconnected data.
Wealth Wallet offers one streamlined platform with nine fully integrated modules.
Intelligent Automation
Reduce manual analysis and focus on what matters most.
Automated forecasting, and scenario planning help individuals make better decisions and enable advisers to provide deeper, more proactive guidance.
Wealth Wallet empowers confident financial decision-making at every stage of life.
Quick start guide
9-step success:
Explore Our Powerful Modules
Our nine modules cater to every aspect of your financial life
01.
Financial
Management
Gain an instant holistic overview of your total wealth.
Your Digital Financial Twin
02.
Liquidity
Management
Track income and expenses and monitor your cash flow.
03.
Investment
Management
Get personalized advice based on your risk profile and balance.
04.
Retirement
Planning
Visualize your financial future and prepare for a comfortable retirement.
Your Digital Financial Twin
05.
Mortgage
Planning
Plan your property purchases and understand their impact.
06.
Portfolio
Management
Get a deep insight actively into your total portfolio.
07.
Life-Event
Planning
Be ready for major life changes, from marriage to inheritance.
Your Digital Financial Twin
08.
Wealth
Planning
Protect your legacy and ensure lasting financial security.
09.
KAI Agent
Our AI Agent is ready to answer your questions and guide you through.
A Platform for Everyone
Built specifically for Switzerland, the platform combines advanced technology, intelligent automation, and powerful scenario modelling to simplify financial planning, strengthen client engagement, and support better financial outcomes.
A secure, intelligent, and scalable platform that transforms financial data into actionable insights for both clients and advisers.
More From Wealth Wallet
For Professionals
Wealth Wallet Pro
For Advisers and Financial Planners
Wealth Wallet enables you to scale advisory quality, reduce operational costs, and serve significantly more clients – while positioning Wealth Wallet as the central Financial Twin layer connecting data, intelligence, and financial decision-making across the Swiss financial ecosystem.
For Fintech, Neo-banks and Banks
Wealth Wallet enables fintech and financial platforms to increase added value per user by up-scaling digital financial journeys and activating cross-sell opportunities across products, life events, and client segments – through a unified Financial Twin layer connecting data, and decision flows.
What People Say
“Wealth Wallet completely transformed how I manage my finances. The modules helped me plan for my retirement and gave me peace of mind about my future.”
Daniel S.
Bank Consultant, Zurich
Simple pricing
Minimal investment,
Maximum results
Simple Pricing for Everyone