Why Wealthbrain
Our portfolio management system empowers wealth managers, family offices, financial advisors, and ultra-high net worth individuals. Get a bird's eye view of your or your clients’ investment portfolio with consolidation, analytics, reporting and many more features on a secure platform.
Simplify the process of your
portfolio management
Portfolio consolidation across global custodians
Advanced analytics to make informed decisions
Customized wealth reporting
Collaboration with leading technology partners and fintech firms
Secure access across all platforms (ISO 27001 certified)
Investment portfolio across all asset classes
Wealthbrain offers benefits that help you make better portfolio management decisions, whether you manage clients’ or your own wealth
Transparency
Track all your investments, all the time.
Empowered teams
Decide which team member gets access, and to what
Peace of mind
ISO 27001-certified with 2FA and data encryption
Ease of use
Accessible on web and mobile
Value for money
Modular pricing that can scale with your business
Operational efficiency
Automate manual and paper processes to save time and effort
Deeper client engagement
Personalization and flexibility enable you to serve clients better
Return & risk management
Insightful analytics and reports
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.