Wealthiee

Wealthiee

(EN)

Wealthiee

(EN)

Advisors

Access new
clients in minutes
with Wealthiee

Access new
clients in minutes
with Wealthiee

Access new
clients in minutes
with Wealthiee

We deliver clients - Directly to your inbox - And we give you the tools to manage them through out the sales process

Multi-currency accounts, high speed international transfers, borderless
cards, expense management, and online payments—all in one platform.

Talk to an account specialist to get started, +41 79 700 58 31

Key Benefits

Key Benefits

Key Benefits

Get the leads you want
Get the leads you want

Set your own criteria for the clients you most want to attract.

Set your own criteria for the clients you most want to attract.

Advertise in our directory
Advertise in our directory

Stand out in the listings with a unique profile clients will notice.

Reach clients in multiple locations
Reach clients in multiple locations

Purchase additional locations to find leads in Switzerland, Germany and France

Preview all leads
Preview all leads

See details of each enquiry and choose whether to purchase or reject.

Manage all your clients in one place
Manage all your clients in one place

Upload clients from other sources and easily manage your entire pipeline.

Track performance with analytics
Track performance with analytics

Check daily how your profile is doing and optimise it for your business.

How your dashboard works

How your dashboard works

How your dashboard works

Your dashboard is a single command centre from which you can oversee all your customer-related activity. Let’s walk through the key features.

Your home screen gives a complete overview of your account and performance. If you have more then one profile they will all be listed here.

Choose the date ranges in which to display your key statistics, which show:

Your enquiry performance

Your enquiry performance

Your enquiry performance

Your enquiry performance

Profile search volumes

Profile search volumes

Profile search volumes

Profile search volumes

Call statistics (If on the Growth Plan)

Call statistics (If on the Growth Plan)

Call statistics (If on the Growth Plan)

Call statistics (If on the Growth Plan)

Pipeline performance summary

Pipeline performance summary

Pipeline performance summary

Pipeline performance summary

From this screen you can manage your profiles and see your pipeline summary to understand which part of the sales funnel needs optimisation.

personal user
personal user
personal user
personal user
personal user
personal user

Wealthiee Pro | Enhanced

With Enhanced Package you
can see what people are asking for

With Enhanced you can see further analytics on your leads and prospects

With Enhanced Package you can see further analytics on leads and clients

Get the necessary analytics about what your clients and prospects are asking and wanting help with

Your enquiries

Your enquiries

Your enquiries

You can see your new enquries and also accept them and after that purchase the enquiries.

Keep track of all messaging related to each enquiry

Keep track of all messaging related to each enquiry

Keep track of all messaging related to each enquiry

Keep track of all messaging related to each enquiry

Set yourself email reminders (e.g. for follow-up actions)

Set yourself email reminders (e.g. for follow-up actions)

Set yourself email reminders (e.g. for follow-up actions)

Set yourself email reminders (e.g. for follow-up actions)

Sort enquiries by category (e.g. New, Accepted, Rejected)

Sort enquiries by category (e.g. New, Accepted, Rejected)

Sort enquiries by category (e.g. New, Accepted, Rejected)

Sort enquiries by category (e.g. New, Accepted, Rejected)

When you’ve progressed an enquiry to a higher stage (e.g. from ‘Accepted enquiries’ to ‘Scheduled enquiries’), simply click and it will moved to the next stage