Wealth Estimate, estimated wealth

WEASSE estimates wealth using available information on real estate, company stakes and ownership structures. A starting point for client conversations and assessing potential beyond entrusted assets.

See WEASSE in demo Integrated in ASAPP →

4 sources

Cross-referenced

100%

Proprietary

Estimate

Per client

Concept diagram · illustrative examples, not a product screenshot.

WEASSE breakdown · illustrative 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 estimated gap to investigate: these assets are not necessarily liquid or transferable.

4 cross-referenced sources to inform the wealth estimate

~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

Compare entrusted assets with estimated wealth components. The gap opens topics to discuss with the client, without assuming how much they might entrust to you.

Potential to qualify with the client

Prioritize portfolio calls

Enrich portfolio prioritisation with estimated wealth alongside entrusted assets and your knowledge of each client.

An additional perspective on the portfolio

Prepare succession meetings

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

Better-prepared meetings

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 estimated 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%

Put this insight into action

Wealth estimates help prepare conversations, compare situations and prioritise cases. They are refined with information confirmed by the client.

Wealth potential

Review known holdings, wealth estimates and missing information to prepare a discussion of the client’s needs.

A wealth review

Explore this use case →

Liquidity & reinvestment

Identify transactions that may create liquidity and the people to meet to understand their plans.

A project to qualify

Explore this use case →

Succession & split ownership

Connect split-ownership situations, holding structures and related individuals to prepare relationships with the next generation.

A relationship to anticipate

Explore this use case →

All featured use cases →Explore your portfolio with AIDEE →Discover market exploration →

Become an Augmented Private Bank today

Join 1,400 users who have transformed their client knowledge. Personalized demo on your real portfolio.

Learn more →