Our holistic financial app is divided into the most important nine modules, for optimal financial advice:
- Module 1: Financial Management
- Module 2: Liquidity Management
- Module 3: Investment Management
- Module 4: Retirement Planning
- Module 5: Mortgage Planning
- Module 6: Portfolio Management
- Module 7: Life-Event Planning
- Module 8: Wealth Planning
- Module 9: KAI Agent
Wealth Wallet is available in multiple languages, including English, French, and, of course, German.
The platform covers key areas of financial planning, including financial management, liquidity management, investment management, and, in particular, Swiss social security and retirement planning, encompassing Pillar 1, Pillar 2, and Pillar 3a in accordance with Swiss regulations.
In addition, Wealth Wallet addresses the full spectrum of wealth planning needs, including life event planning, legacy planning, and lifetime goal planning. In short, Wealth Wallet provides comprehensive financial planning coverage. Most importantly, the platform delivers complete financial clarity while enabling users and/or their advisers to simulate future scenarios and make more informed decisions.
Modules details for comprehensive financial advice
Module 1: Financial Management
Content: See your financial balance, liquidity with attention to balance and cash flow.
Purpose: See and assess own private wealth in the present.
Goal: “how wealthy am I”
Module 2: Liquidity Management
Content: Check the future projection of your financial income and wealth.
Purpose: View on what do I earn, how do is spend.
Goal: “can I always make up my living”
Module 3: Investment Management
Content: Understand your investor profile, in order to get tailored investment advice.
Purpose: How best to long term invest own financial assets to achieve lifetime goals.
Goal: “what is my optimal investment to achieve my goals”
Module 4: Retirement Planning
Content: Projection retirement, pillar 1, pillar 2 and pillar 3a as per the Swiss regulations.
Purpose: Plan your retirement, understand your pension situation and what’s more simulate it.
Goal: “when can I retire and what’s the impact on me, my life and also my family”
Module 5: Mortgage Planning
Content: What budget can I afford? Is better to Rent or Buy? Calculate a mortgage plan for my situation.
Purpose: Plan a real-estate purchase, or optimize a mortgage plan.
Goal: “what house can I buy and how does this impact on me, my life, my family, tax”
Module 6: Portfolio Management
Content: “Buy and Sell” allocation of private financial assets to extend private wealth.
Purpose: How best trade own financial assets to actively achieve sustainable yield surplus
Goal: “how shall I actively invest my financial assets to achieve my goals”
Module 7: Life-Event Planning
Content: Plan for a certain event, find the gaps and eventually secure them.
Purpose: Calculate and project financial situation in case if disability, death, unemployment or maternity break.
Goal: “what happens to me and to my family, if something happens to me”
Module 8: Wealth Planning
Content: Projection of the impact on private wealth in the context of life scenarios.
Purpose: See and project own private wealth at any time.
Goal: “How can I best protect my wealth”
Module 9: KAI Agent
Content: Context sensitive dialog and interaction with users.
Purpose: Answer questions cross modules.
Goal: “Help me understand my financials”