Family Offices

Garner investment insights and generate customized reports for your entire portfolio.

WealthBrain-Family-Offices

Challenges faced by Family Offices

Need for comprehensive asset class coverage

Coverage of asset classes – both liquid and illiquid, listed and unlisted – in any currency is vital for wealth generation and preservation.

Need for bespoke reports

Getting bespoke wealth reporting is key for multi- generational and stakeholder transparency.

Need for a secure platform

Family wealth data is sensitive information; therefore, data security and confidentiality are paramount.

Need for consolidation and comparison across banks

Family offices require not just account aggregation across banks, but also regular comparison of the performance of different banks and their private bankers.

We take care of your needs so that you can
focus on the bigger picture

We understand the unique needs of family offices

Consolidation

Consolidate your global investment portfolio on a single platform.

Analytics

Get insightful analytics for your global portfolios.

Reporting

Get bespoke reports aligned with your family structure and holdings.

Market Data From Leading Providers

Get access to market updates from the industry’s leading market data providers.

Bank Compare

Get insightful analytics for your global portfolios.

Structured Product Analytics

Maximize your returns by gaining structured product analytics on our dashboard.

Comprehensive asset class coverage

Track performance of assets across listing status, liquidity, and currencies.

Data Security

A secure platform certified with ISO 27001.

24-Hour Access

Get portfolio details at your fingertips with our mobile app.

Talk to us to learn more about our offerings.
We would be delighted to speak to you.
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