The AI platform for wealth advisors
The AI toolkit for holistic, personalized wealth advisory. Waypoint AI maps wealth, uncovers tax opportunities, and finds key client and regulatory information.
In partnership with
Waypoint: the turbo for your productivity
Waypoint frees up 80% of wealth managers' operational time and personalizes every wealth strategy with AI.
Turn notes into intelligence
AI updates your client mapping after every meeting.
Tips and reports in seconds
Smart suggestions for you, client-ready reports in one click.
Always aligned and informed
Instantly find key info on clients, regulation, and tax with simple questions.
Complete client map
Waypoint AI automatically gathers information about your clients and prospects from multiple sources to build comprehensive, always-up-to-date wealth profiles.
Real estate, shareholdings, family status
We collect asset information from databases, public and private sources to capture the client's full balance sheet with one click.
Every interaction enriches the client profile
Add meeting transcripts or voice notes, or add our agent to your calls. We enrich the client profile automatically.
Never miss a detail
We structure your notes so you keep pace. Deliver personalized, holistic advice without sacrificing time.
Tax questions, contextual answers
Waypoint AI analyzes client wealth and tax rules to answer questions about clients, laws, and taxes.
Find key info fast
Ask for specific information about the client, laws, and taxes using natural language.
Get answers on data and scenarios
With Waypoint you can ask about anything you see on screen—for example, "tell me more about the client's portfolio company".
Up-to-date intelligence
We update our legal, tax, and wealth intelligence databases every night to ensure you have the most accurate, up-to-date information.
Estate planning
Create value for your clients and their families by building succession scenarios based on client context, assets, national tax laws, and personal goals.
Save Time
Automate routine research tasks and spend more time on high-value client advisory work.
Transparent
Follow Waypoint's Agents' reasoning at every stage, with outputs you can trace, validate, and refine.
Expert Quality
Deliver expert, scalable results and actionable insights leveraging both firm and client data.
What Wealth Managers say
With Waypoint I get a much more complete view of client wealth. That lets me deliver a far more tailored service.
Fineco
These tools let me structure all the information precisely and keep the client's context top of mind, which means I can deliver a much more tailored service.
Banca Patrimoni
Waypoint has become essential for building client-specific estate planning scenarios. They're always tuned to the client's context, which earns trust and keeps me ready to create value.
Credit Agricole
Built with the best wealth managers
Discover the future of wealth advisory with Waypoint.