The AI platform for
wealth management
The AI suite for professionals serving HNWIs and their families
Unlock the potential in your clients’ data
Free up 80% of your operational work as a wealth manager.
Focus on clients and strategy with the help of your virtual colleague, Waypoint AI.
Complete client wealth map
Waypoint AI automatically gathers client information from multiple sources to build a 360° wealth view, from day one.
360° wealth optimization
Analyze your client's wealth and regulations to uncover hidden opportunities. Tax questions, real estate scenarios, and strategies — answers in seconds, not days.
Succession planning & scenario analysis
Turn succession planning into a competitive advantage: optimize succession and win over heirs as new clients. Explore complex scenarios in seconds.
All your data in one platform
Today a wealth manager juggles 5-10 different tools to manage clients. Waypoint centralizes everything — public data, private data, and knowledge collected over time — into one platform.
Notes
API
Public data
Private dataNotesPublic dataAPIPrivate dataGet ready-to-use strategic insights with always up-to-date, accessible data.
Get an immediate, reliable view of your client’s entire wealth picture.
Turn every data point into actionable insights to improve client decisions.
Less operations. More strategy.
An integrated system that enhances every aspect of your wealth advisory practice.
Waypoint turns complex information into ready-to-use insights for wealth advisory.
Built in collaboration with top Italian wealth managers
Waypoint was built from the hands-on experience of Italian wealth managers navigating the complexity of wealth advisory every day.
With Waypoint I get a much more complete view of client wealth. That lets me deliver a far more tailored service.
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.
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.
