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. The following are some of the asset classes which are provided to our existing users.