Portfolio Management System

A cloud-based Wealthtech company offering a Portfolio Management System that provides Consolidation, Analytics and Wealth Reporting of financial and lifestyle investments on a single platform.

Portfolio Management Solutions for:

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Consolidation

Integrate your global investment portfolio on a unified platform. Wealthbrain provides portfolio consolidation across major global private banks, financial institutions & custodians.

Analytics

A holistic portfolio overview for evaluating the risk and performance measurement of your investments.

Reporting

Customize and optimize portfolio reporting at your convenience with our built-in configuration reporting tool. Have a wealth report for your entire investment portfolio with Wealthbrain.

Wealth Ecosystem

Wealthbrain’s global ecosystem partners offer solutions around digital client onboarding, client relationship management, wealth planning and Structured Products life cycle management.

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The Wealthbrain Edge

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Cost Saver

Cut down on cost using Wealthbrain.

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Asset Classes

Provides analytics for various asset classes. 

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Data Security

Certified with ISO 27001, our platform is completely secure.

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Time Saver

Time is precious. Save your time by using Wealthbrain.

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Our Partners

What Our Clients Say About Us

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What Our Clients Say About Us

Take A Look At How Industry Experts Benefit From Using Wealthbrain For Their Portfolio Management Needs.

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Talk to us to learn more about what we offer and how we make portfolio management easier for you.