Managing private aviation for wealth and financial advisers with client accounts
How wealth and financial advisers run private aviation for many clients in FlightWiseOS: a private account for each client, one view for the firm.
The challenge
Wealth and financial advisers often help clients with much more than investments, including how they fly. Each client has their own programs, providers, and preferences, and their own bills and documents. Keeping all of it separate, private, and organized across many clients is hard to do over email.
How FlightWiseOS handles it
- One firm account, many client accounts. Each client gets a private sub-account. Only that client’s team can see it.
- Each client keeps their own programs. Memberships, jet cards, fractional shares, and On-Demand flights stay with the client they belong to.
- Each client has their own record. Flights, invoices, statements, and documents are filed on the client’s account.
- The firm sees the roll-up. Advisers see every client in one place and can set the standards each account follows.
What the firm gets
- Privacy for every client
- One system to run private aviation across the whole client base
- A complete record for each client to support reviews and planning
Frequently asked questions
Can a financial adviser manage private aviation for several clients?
Yes. The advisory firm runs one FlightWiseOS account with a private sub-account for each client. Each client's flights, programs, and records stay separate, while the firm sees the roll-up.
Can each client keep their own private jet program?
Yes. Each client account can hold its own memberships, jet cards, fractional shares, and On-Demand flights, with its own spend record.
See FlightWiseOS with your own flying.
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