WealthTech Platform for Wealth Managers, Financial Advisors, Family Offices, and their Clients
Consolidate investments across custodians and asset classes, manage and analyze portfolios, generate insights and reports
Comprehensive, secure, white-labelled solutions for
Wealth Management Companies
Get a complete picture of client portfolios using interactive analytics and automated reports.
Independent Financial Advisors
Differentiate yourself and grow your client base and revenues with intelligent financial planning and analytics.
Family Offices
Garner investment insights and generate customized reports for your entire portfolio.
Ultra High Net Worth Individuals
Be a better investor by getting comprehensive insights and tracking investments across asset classes and custodians.
Discover how our integrated, modular wealth management platform can serve your needs
Client Lifecycle Management
Digital onboarding - through secure and compliant workflows – and ongoing servicing of clients.
Consolidation
Account aggregation across banks and asset classes globally, on a unified platform.
Analytics
Holistic portfolio analytics for evaluating the risk and performance of your investments.
Reporting
Out-of-the box and customized reports to suit every need of you and your clients.
Wealth Ecosystem
Curated partner solutions for wealth planning, CRM, structured products, and more.
Talk to us to learn more about our offerings.
We would be delighted to speak to you.
We would be delighted to speak to you.
A safe and secure home for your data
What our customers say about us
Our biggest challenge was to have a holistic view of investments. Wealthbrain has helped us achieve the same with its simple, easy to use Portfolio Management System, by not only providing a consolidated view, but also by providing analytics that help us and our clients in making data-driven decisions. Customized wealth reporting has been automated saving us considerable time and resources. Wealthbrain has been a massive game changer for our overall client experience.
COO, Sun Global
As an EAM on a growth and acquisition mode, we found it challenging to have a consolidated view of investments. A dedicated resource and manhours had to be utilised until Wealthbrain stepped in. They have transformed our investment consolidation, analytics and reporting mechanism. The other challenge was around Structured Products lifecycle management, which Wealthbrain was able to solve by integrating with their ecosystem partners. It has improved efficiency, ensured error-free reporting and helped in generating new business.
CEO, Plutus Associates
I had the pleasure of working with WealthBrain, whose innovative WealthTech solutions have truly transformed our operations. Their Portfolio Management System (PMS) stands out as a pivotal tool in streamlining our operations and enhancing overall efficiency. In addition, their digital onboarding tools—with robust AML and compliance checks—serve as an excellent complement to their PMS offering.
WealthBrain's deep understanding of evolving WealthTech trends and their ability to tailor solutions to our unique needs have significantly benefited our business operations. We are highly satisfied with their services and wholeheartedly recommend WealthBrain to any organization seeking cutting-edge WealthTech solutions and strategic guidance.
Partner, Masternode Ventures and Eko Finance
Wealthbrain has helped us in the Investment Management of our financial investments as well as our Alternatives. Their asset aggregation solution, bespoke wealth reporting, ease of use and extensive financial knowledge have made them a valued technology partner.
MD – Private Wealth, Averi Capital
Our biggest challenge was to have a holistic view of investments. Wealthbrain has helped us achieve the same with its simple, easy to use Portfolio Management System, by not only providing a consolidated view, but also by providing analytics that help us and our clients in making data-driven decisions. Customized wealth reporting has been automated saving us considerable time and resources. Wealthbrain has been a massive game changer for our overall client experience.
COO, Sun Global
As an EAM on a growth and acquisition mode, we found it challenging to have a consolidated view of investments. A dedicated resource and manhours had to be utilised until Wealthbrain stepped in. They have transformed our investment consolidation, analytics and reporting mechanism. The other challenge was around Structured Products lifecycle management, which Wealthbrain was able to solve by integrating with their ecosystem partners. It has improved efficiency, ensured error-free reporting and helped in generating new business.
CEO, Plutus Associates
Wealthbrain has handheld us in the journey of migrating from another Portfolio Management System. They have helped us with implementing a lead and opportunity management tool, which has enabled the sales team. Moreover, they helped us aggregate and automate data feeds with our providers. A digital customer risk profile with dynamic questions and customized reporting in our format saves us a lot of time and helps us to move away from a paper-based approach.
We have been working with Wealthbrain now for over a year, and we’ve learned that their focus is on providing a great customer experience.
CEO, Indigo Financial Analysis & Consultancy
Wealthbrain has helped us in the Investment Management of our financial investments as well as our Alternatives. Their asset aggregation solution, bespoke wealth reporting, ease of use and extensive financial knowledge have made them a valued technology partner.
MD – Private Wealth, Averi Capital
Frequently asked
questions
What Is Wealthbrain
Wealthbrain is a cloud-based portfolio management system which helps in consolidation, analytics and wealth reporting of financial and lifestyle investments on a single platform.
How Much Does Wealthbrain Cost?
Access WealthBrain on your Desktop, Mobile & Tablet, take complete control of your portfolio. Please contact sales@wealthbrain.com with your requirements to get customized pricing.
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