Winners Rationale

“WMCockpit won Most Innovative Solution for redefining how wealth managers and private banks approach holistic advisory in APAC. The platform moves beyond traditional portfolio-centric tools by providing a comprehensive, multi-dimensional view of a client’s entire estate — integrating financial assets, real estate, collectables, and complex holding structures into a single source of truth,” said Audrey Raj, editor of Asian Private Banker.

“A key innovation lies in its hybrid data model, which combines real-time portfolio connectivity with manually curated assets that are typically excluded from digital platforms. This enables a far more complete and realistic representation of family wealth, forming a stronger foundation for strategic decision-making.

“In 2025, WMCockpit significantly advanced its capabilities through AI-driven tax insights and an intelligent asset-level newsfeed. These features deliver highly contextual, personalised insights across jurisdictions, asset classes, and family structures — addressing the complexity of cross-border wealth in APAC. The platform’s ability to analyse both asset values and ownership structures further differentiates it, enabling more accurate estate planning and scenario modelling.

“Looking ahead, its development of AI-powered, prompt-based advisory — capable of answering complex, constraint-driven financial questions — positions WMCockpit at the forefront of next-generation wealth technology, transforming advisory from static reporting to dynamic, insight-led decision-making.”