What is the difference between sabiaOS and wealthpilot?

wealthpilot is a specialised solution for wealth aggregation and analysis that institutions plug into their existing CRM and core banking systems. Its strengths are its own BaFin registration and B2B custodian interfaces. sabiaOS is an all-in-one platform – client files, document exchange, financial planning, account data, client portal and a built-in AI assistant work together in one system.

Is sabiaOS an alternative to wealthpilot?

Yes, especially for independent fee-only firms, asset managers and family offices that don't want to connect and maintain several systems. sabiaOS replaces CRM, document storage, planning tool and client portal with one platform. Banks or savings banks that need to integrate an aggregation solution into an existing core banking landscape should take a look at wealthpilot.

How does sabiaOS pricing compare to wealthpilot?

sabiaOS is modular and costs €100 to €450 per month plus VAT depending on the modules you use, with no minimum term and monthly cancellation. wealthpilot does not publish prices on its website; according to the provider, licences depend on the number of advisors. When comparing, also count the cost of the CRM, document storage and other systems you still need alongside an integrated solution.

Can I switch from wealthpilot to sabiaOS?

Yes. Our engineering team supports you with migration and integration. From a no-obligation trial to go-live usually takes three to four weeks. Your data stays yours – you can export it at any time.

Comparison

sabiaOS vs. wealthpilot

sabiaOS and wealthpilot are both German platforms for wealth advice. Both combine account and portfolio data, financial planning and a client portal under your own brand. The key difference is focus – wealthpilot mainly serves banks, savings banks and asset managers, while sabiaOS is built for independent, fee-only advisory firms.

Approach

sabiaOS: All-in-one platform – client management, documents, financial planning, account data, client portal and AI in one system
wealthpilot: Specialised solution for wealth aggregation and analysis, integrated into existing CRM and core banking systems

Target audience

sabiaOS: Independent fee-only firms and CFP® professionals, plus wealth advisory firms, asset managers and family offices
wealthpilot: Banks, savings banks and cooperative banks, plus asset managers and family offices

Client management

sabiaOS: Built in – client files, households, stage board, tasks and deadlines
wealthpilot: Connects to existing CRM and core banking systems

Account and portfolio data

sabiaOS: PSD2 and FinTS via a BaFin-regulated partner, including neobrokers; clients connect their own accounts
wealthpilot: Own BaFin registration as an account information service, plus B2B custodian interfaces

Financial planning

sabiaOS: Fully built in – cash flow, net worth, retirement, withdrawals and tax, with scenarios and Monte Carlo simulation
wealthpilot: Wealth balance sheet, portfolio analysis and reporting; planning features depending on the module package

Documents

sabiaOS: Full document exchange with clients – vault, document requests and uploads; the AI reads documents
wealthpilot: Document exchange with clients via the client cockpit

AI

sabiaOS: AI assistant built in – reads documents and updates data, tasks and appointments after your approval
wealthpilot: Intelligent product suggestions; no AI assistant described on the website

Client portal

sabiaOS: White-label client portal with wealth overview, documents and forms
wealthpilot: White-label client portal under the firm's brand

Pricing and term

sabiaOS: Public – modular, €100 to €450 per month, cancel monthly
wealthpilot: Price on request, licensed by number of advisors

Hosting

sabiaOS: Data on German servers, AI models via European endpoints
wealthpilot: DATEV data centre in Germany

Feature	sabiaOS	wealthpilot
Approach	All-in-one platform – client management, documents, financial planning, account data, client portal and AI in one system	Specialised solution for wealth aggregation and analysis, integrated into existing CRM and core banking systems
Target audience	Independent fee-only firms and CFP® professionals, plus wealth advisory firms, asset managers and family offices	Banks, savings banks and cooperative banks, plus asset managers and family offices
Client management	Built in – client files, households, stage board, tasks and deadlines	Connects to existing CRM and core banking systems
Account and portfolio data	PSD2 and FinTS via a BaFin-regulated partner, including neobrokers; clients connect their own accounts	Own BaFin registration as an account information service, plus B2B custodian interfaces
Financial planning	Fully built in – cash flow, net worth, retirement, withdrawals and tax, with scenarios and Monte Carlo simulation	Wealth balance sheet, portfolio analysis and reporting; planning features depending on the module package
Documents	Full document exchange with clients – vault, document requests and uploads; the AI reads documents	Document exchange with clients via the client cockpit
AI	AI assistant built in – reads documents and updates data, tasks and appointments after your approval	Intelligent product suggestions; no AI assistant described on the website
Client portal	White-label client portal with wealth overview, documents and forms	White-label client portal under the firm's brand
Pricing and term	Public – modular, €100 to €450 per month, cancel monthly	Price on request, licensed by number of advisors
Hosting	Data on German servers, AI models via European endpoints	DATEV data centre in Germany

Verdict

wealthpilot is a solid choice for large institutions such as banks and savings banks that already run many systems and want to plug a specialised wealth aggregation and analysis solution into their existing landscape – with deep B2B custodian and core banking interfaces. sabiaOS takes the opposite route. Instead of adding one more system, it brings client management, documents, financial planning, account data, client portal and AI together in one place. That makes sabiaOS the better fit for small and mid-sized advisory firms, asset managers and family offices – with public pricing and monthly cancellation.

What matters in this comparison

sabiaOS and wealthpilot solve a similar problem: wealth, planning and client communication in one place. The difference is the approach.

One more system, or one system for everything? wealthpilot is designed to be plugged into an existing system landscape – alongside a CRM, a core banking system and document storage. That suits institutions that run these systems anyway. sabiaOS replaces those separate tools with one platform: client files, documents, planning, account data, client portal and AI work hand in hand.

How big is your firm? For banks and savings banks with their own IT, an integrable building block is often the right choice. For small and mid-sized advisory firms, asset managers and family offices, it is usually more efficient to have everything in one place – without an IT project and without maintaining data in several systems.

How do you want to buy? sabiaOS has public module pricing and can be cancelled monthly. wealthpilot gives you an individual quote.

As of October 2026. Information about wealthpilot is based on the provider's publicly available information. Features and prices may change.

Frequently asked questions

What is the difference between sabiaOS and wealthpilot?: wealthpilot is a specialised solution for wealth aggregation and analysis that institutions plug into their existing CRM and core banking systems. Its strengths are its own BaFin registration and B2B custodian interfaces. sabiaOS is an all-in-one platform – client files, document exchange, financial planning, account data, client portal and a built-in AI assistant work together in one system.
Is sabiaOS an alternative to wealthpilot?: Yes, especially for independent fee-only firms, asset managers and family offices that don't want to connect and maintain several systems. sabiaOS replaces CRM, document storage, planning tool and client portal with one platform. Banks or savings banks that need to integrate an aggregation solution into an existing core banking landscape should take a look at wealthpilot.
How does sabiaOS pricing compare to wealthpilot?: sabiaOS is modular and costs €100 to €450 per month plus VAT depending on the modules you use, with no minimum term and monthly cancellation. wealthpilot does not publish prices on its website; according to the provider, licences depend on the number of advisors. When comparing, also count the cost of the CRM, document storage and other systems you still need alongside an integrated solution.
Can I switch from wealthpilot to sabiaOS?: Yes. Our engineering team supports you with migration and integration. From a no-obligation trial to go-live usually takes three to four weeks. Your data stays yours – you can export it at any time.