WISE (Wealth Management Platform) is a front-to-mid advisor banking platform. It provides controlling, analyzing, and monitoring that enables an effective advisory network with strong consumer engagement while staying supervisory compliant. It gives a truly 360° consumer wealth overview, financial goal preparation, and portfolio management abilities. The platform boasts a complete system of warnings, RM, and network-level KPIs that allow full docility, risk profiling, suitability, and target market check. All of this is designed into workflow-style supporting the client meetings attended in person or remotely. The wealth management platform covers the complete subsidization of investment management (discretionary/advisory) and brokerage services.