Wealthiee

Wealthiee

(EN)

Wealthiee

(EN)

The DACH Regions growth platform for financial advisers

The DACH Regions growth platform for financial advisers

The DACH Regions growth platform for financial advisers

Tell us a bit about yourself, and we’ll tell you a lot more about us.

Tell us a bit about yourself, and we’ll tell you a lot more about us.

Tell us a bit about yourself, and we’ll tell you a lot more about us.

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A consistent stream of new client prospects

Immediate access to leads through our consumer-focused marketing strategies.

Tailored customer enquiries

Select the advice type and wealth level that suits your business, and our matchflow will deliver quality leads matching your criteria.

Effective time saving tools

Client management software, pipeline tracking and real time performance reports to manage your clients through the sales process

Need your client to upload documents?

Need your client to upload documents?

We empower your to easily nudge, ping and notify your clients to upload the important documents with an breeze.

Your client Edward

Added an document

2 Apr

10:30

First reminder on Document

Today

14:20

Samuel uploaded Real estate

document: Chen-bourg house.pdf

est

4 Apr

Review and approve document

Approve Document

Get notified when your clients upload their assets

Get notified when your clients upload their assets

Get notified in real-time, via Wealthiee or on your mail whenever your client has uploaded an document, so you’ll always know how the state of things are

SMS updates.

SMS updates.

SMS updates.

SMS updates.

Email notifications.

Email notifications.

Email notifications.

Email notifications.

Frequently asked questions

How many enquires of leads can I expect

The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria.Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by filling in the form here.

2

Are enquires leads sent to me exclusive?

3

Can I apply filters so I only get the leads I want?

3

How much does one Enquiry lead cost?

3

What are addtional locations?

3

What is the price for addtional locations?

How many enquires of leads can I expect

The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria.Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by filling in the form here.

2

Are enquires leads sent to me exclusive?

3

Can I apply filters so I only get the leads I want?

3

How much does one Enquiry lead cost?

3

What are addtional locations?

3

What is the price for addtional locations?

How many enquires of leads can I expect

The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria.Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by filling in the form here.

2

Are enquires leads sent to me exclusive?

3

Can I apply filters so I only get the leads I want?

3

How much does one Enquiry lead cost?

3

What are addtional locations?

3

What is the price for addtional locations?

How many enquires of leads can I expect

The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria.Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by filling in the form here.

2

Are enquires leads sent to me exclusive?

3

Can I apply filters so I only get the leads I want?

3

How much does one Enquiry lead cost?

3

What are addtional locations?

3

What is the price for addtional locations?

Ready to get started?

Ready to get started?

Book a demo today and grow your business

Book a demo today and grow your business

Book a demo today and grow your business