Wingman is an online app for wealth managers, that transforms how you manage your portfolio of clients and their retirement plans.
Impress new prospect clients with a simple, clear interface.
Designed to be used with your client to create and review their
Be more efficient with Wingman's concise approach.
Tablet-friendly, for face to face client meetings.
Clear outputs will show your clients exactly how ?they're doing and what they need do.
See how your business is performing and manage your client base more effectively.
Improve your conversion rates with an app designed to engage your client base.
Wingman will track your performance so you can hit your annual targets.
Create reports for your clients with the touch of a button.
Take today as a starting point, add contributions and calculate the projected retirement fund.
Calculate the required fund and then see what contributions will be required to achieve it.
Produce multiple plans for different circumstances? and compare.
Here are just a few aggregated statistics from the Wingman beta website that our test base of wealth managers have used with their clients.
of clients are aged between 38 and 44.
client engagement who are investing as per their retirement plan.
average planned contributions per client to pensions and investment funds.
total value of planned contributions to retirement plans.
Introducing Wingman to my clients has been quite simply a game changer - my clients understand where they are in relation to achieving their target income in retirement and, just as importantly, what they need to commit to investing for each of their remaining key working years.
Nick Heard, Senior Partner SJP
The output is visually impressive, intuitive and, importantly, easy to understand. In minutes, I could change assumptions to better understand my retirement fund targets and what is required to achieve them.
IK, Investment Banking
All in all, an excellent product that I find easy to understand and that really helps drive my investment planning decisions.
IB, Partner Big 4
Wingman is currently in closed beta-testing. If you'd like an invite to try it out or would like to be the first to know when we launch, sign up here.
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We build financial-planning tools for FTSE100 companies, large corporates, fast growth start-ups, small businesses, wealth managers and independent financial advisors, that simplify complex issues and help people take positive actions.
Financial modelling, product design, strategic direction, business development.
Platform development, security, operations and integrations.
Project management, product implementation, operations.
Branding, UI and UX design and development.
Product design, sector insight and market developments.