WEASSE — Estimation Patrimoine Client

Wealth Estimate, Total Wealth Revealed

Your clients entrust you with part of their wealth. WEASSE reveals the other part, real estate, participations, family network. The true size of the commercial opportunity.

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4 sources

Cross-referenced

100%

Proprietary

Instant

Per client

WEASSE Breakdown, Client example

€8.4M

Estimated total wealth

of which €2.1M entrusted to your institution

Entrusted assets2.1M€

Direct real estate3.2M€

Company stakes2.4M€

Family network0.7M€

€6.3M in assets not yet managed, opportunity identified

4 cross-referenced sources to reveal true wealth

~35%

Direct real estate

Plots and premises held directly (land registry)

~28%

Real estate via companies

SCIs, family SARLs, real estate holdings

~25%

Company participations

Shares, stocks, estimated valuation

~12%

Family network

Aggregation of spouse, children, dismemberments

What WEASSE changes in practice

Identify unentrusted assets

Your client has €2M with you. WEASSE reveals they have €8M outside. That's your next commercial conversation.

+300% identified AuM potential

Prioritize portfolio calls

Rank your clients by total real wealth, not entrusted assets. Commercial priorities change radically.

Portfolio triage in seconds

Prepare succession meetings

WEASSE calculates the estimated estate mass before the meeting. The approach is targeted, relevant, immediately useful to the client.

Succession conversion rate +40%

Detect transfer opportunities

An entrepreneur with €5M in company stakes is a candidate for transmission optimization. WEASSE detects it automatically.

Automated detection at scale

Reclassify your clients by real wealth

Commercial priorities change radically when moving from entrusted assets to estimated total wealth.

WEASSE < €500K

Retail Segment

40%

€500K – €2M

Mass Affluent

30%

€2M – €10M

Private Banking

20%

> €10M

UHNW

10%

Devenez une Banque Privée Augmentée dès maintenant

Rejoignez les 1 400 utilisateurs qui ont transformé leur connaissance client. Démo personnalisée sur votre portefeuille réel.

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