Portfolio Consolidation across global private banks and financial institutions. Wealthbrain integrates all assets, liabilities, and other financial and non-financial assets from various global banks and financial institutions into one place. All your investments are tracked under one umbrella.
Wealthbrain is a cloud-based Portfolio Management System that consolidates the entire wealth of the user on a single platform. Wealthbrain is well connected with global private banks, custodians and financial institutions. We consolidate client’s data which is provided in .csv, .xml .pdf or .zip file formats. Wealthbrain integrates all asset classes, liabilities, and lifestyle investments on a unified platform. The following are some of the asset classes which are provided to our existing users. .