Support
For Business
Wumex BillingSend invoices directly to customers
White-LabelYour own finance app
Modules
DashboardContactsCompaniesInvoicesFinancesInsurancesDocumentsPasswordsTaxesPetsReal EstateValuablesVehiclesCustomersB2CFamiliesPermissionsWills
All Modules Overview →
Sign Up Now
All Modules
Customers(B2C)

B2C management. Clean and powerful.

Ideal for white-label operators: Invite clients into the system, check their status, and orchestrate family accounts.

Browse members

What Customers offers

B2C management. Clean and powerful.

Onboarding Deluxe

Create new clients in 3 seconds via E-Mail Invite.

Verification Check

See instantly via badge who has activated their login.

Team Building

Set up families and households as a group unit.

Live Status

Monitor activity and account health in grid view.

Powerful Search

Find clients in seconds by email or ID.

Client Separation

Data protection compliant from the first to the last click.

How Customers works

B2C management. Clean and powerful.

  • Clearly structured
  • Securely encrypted
  • Accessible anytime

Manage Customers

Select Customers Type

Choose the category you want to view or add.

Onboarding Deluxe

Create new clients in 3 seconds via E-Mail Invite.

Verification Check

See instantly via badge who has activated their login.

Team Building

Set up families and households as a group unit.

Live Status

Monitor activity and account health in grid view.

Powerful Search

Find clients in seconds by email or ID.

Client Separation

Data protection compliant from the first to the last click.

Hana AI Live-Demo

From receipt to calendar.

1. Capture Document

Photograph, scan, or upload via drag-and-drop. Hana AI is ready immediately.

2. Recognize & Extract

The AI reads all relevant data flawlessly in milliseconds.

Expenses
Calendar
Documents

3. Automatically Sorted

Wumex distributes data into your modules, sets reminders, and archives the PDF.

Frequently asked questions about Customers

Everything you need to know about the Customers module.

How do I invite clients?
One click on «Invite», enter the email – we send the link.
Are family accounts possible?
Yes, they can couple accounts as a family package with sub-accounts.
Who sees this page?
Relevant primarily for agencies, fiduciaries, and family offices in B2B mode.
Can I revoke access?
Administrators can terminate sessions and logins at any time.

Discover more modules

Dashboard

Everything at a glance. No detours.

Contacts

Private & Business. Perfectly organized.

Companies

Company management. Radically simplified.

Invoices

Photograph. Capture. Pay.

Ready for less chaos?

Start now – for free, without setup, in under 60 seconds.

Start for free now
Open app inBrowser
Download on theApp Store
GET IT ONGoogle Play

Settings

Cookie settings of Sidora AG

This website uses cookies and similar technologies. Essential cookies ensure the basic functionality of the website. Additional cookies are only set with your explicit consent and are used for analysis and to improve our services. You can adjust or withdraw your selection at any time.
These cookies are required for the basic functions of the website.
mehr
aiara_banner_config
Provider:
Aiara
Purpose:
Speichert die Cookie-Einwilligung des Besuchers.
Duration:
persistent
aiara_consent
Provider:
Aiara Privacy Suite
Purpose:
Stores the visitor's cookie consent choices (Necessary, Functional, Analytics, Marketing). Required for consent management and is technically necessary.
Duration:
12 months
aiara_vid
Provider:
Aiara Privacy Suite
Purpose:
Stores an anonymised visitor ID (UUID) for seamless consent logging. Contains no personal data and cannot be linked to any individual.
Duration:
persistent
aiara_vid_exp
Provider:
Aiara Privacy Suite
Purpose:
Stores the expiry time of the anonymised visitor ID. Renewed together with the consent cookie and ensures the visitor ID is automatically reset after 12 months.
Duration:
persistent
These cookies enable enhanced functionality and personalization.
mehr
i18nextLng
Provider:
wumex.com
Duration:
persistent
These cookies help us understand how visitors interact with the website.
mehr
_ga
Provider:
Google Analytics
Purpose:
Used to distinguish users. Main cookie of Google Analytics.
Duration:
1 years
_ga_6LLM4ZG7N8
Provider:
Google Analytics
Purpose:
Used by Google Analytics 4 to maintain session state.
Duration:
1 years
_gat
Provider:
Google Analytics
Purpose:
Used to throttle the request rate to Google Analytics.
Duration:
1 Minute
_gid
Provider:
Google Analytics
Purpose:
Used to distinguish users. Set on each page view.
Duration:
24 Stunden
These cookies are used to make advertising more relevant to you.
mehr
_gcl_au
Provider:
Google (Tag / Ads)
Purpose:
Set by the Google Tag (gtag.js) or the Conversion Linker in Google Tag Manager. Stores click IDs so later conversions can be attributed to Google Ads clicks. Is also set without active campaigns whenever GTM or GA4 is linked to a Google Ads account.
Duration:
3 Monate
Powered by

Settings

Cookie settings of Sidora AG

This website uses cookies and similar technologies. Essential cookies ensure the basic functionality of the website. Additional cookies are only set with your explicit consent and are used for analysis and to improve our services. You can adjust or withdraw your selection at any time.
These cookies are required for the basic functions of the website.
mehr
aiara_banner_config
Provider:
Aiara
Purpose:
Speichert die Cookie-Einwilligung des Besuchers.
Duration:
persistent
aiara_consent
Provider:
Aiara Privacy Suite
Purpose:
Stores the visitor's cookie consent choices (Necessary, Functional, Analytics, Marketing). Required for consent management and is technically necessary.
Duration:
12 months
aiara_vid
Provider:
Aiara Privacy Suite
Purpose:
Stores an anonymised visitor ID (UUID) for seamless consent logging. Contains no personal data and cannot be linked to any individual.
Duration:
persistent
aiara_vid_exp
Provider:
Aiara Privacy Suite
Purpose:
Stores the expiry time of the anonymised visitor ID. Renewed together with the consent cookie and ensures the visitor ID is automatically reset after 12 months.
Duration:
persistent
These cookies enable enhanced functionality and personalization.
mehr
i18nextLng
Provider:
wumex.com
Duration:
persistent
These cookies help us understand how visitors interact with the website.
mehr
_ga
Provider:
Google Analytics
Purpose:
Used to distinguish users. Main cookie of Google Analytics.
Duration:
1 years
_ga_6LLM4ZG7N8
Provider:
Google Analytics
Purpose:
Used by Google Analytics 4 to maintain session state.
Duration:
1 years
_gat
Provider:
Google Analytics
Purpose:
Used to throttle the request rate to Google Analytics.
Duration:
1 Minute
_gid
Provider:
Google Analytics
Purpose:
Used to distinguish users. Set on each page view.
Duration:
24 Stunden
These cookies are used to make advertising more relevant to you.
mehr
_gcl_au
Provider:
Google (Tag / Ads)
Purpose:
Set by the Google Tag (gtag.js) or the Conversion Linker in Google Tag Manager. Stores click IDs so later conversions can be attributed to Google Ads clicks. Is also set without active campaigns whenever GTM or GA4 is linked to a Google Ads account.
Duration:
3 Monate
Powered by