FAQs

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.

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.

Contact our team to work out a Bank Transfer option for you. sales@wealthbrain.com

Yes, it will be charged at the beginning of each billing cycle until you cancel your subscription.

Once Registered, log in to WealthBrain platform & upload your portfolio. Within 24 hours your portfolio will be updated & a notification mail will be sent to you informing you that your portfolio is updated.

Yes, opting for annual subscription allows you to make a one-time payment & use WealthBrain hassle-free. After the subscription period expires, you will receive a notification email to renew or discontinue your subscription for the next year.

If you choose to cancel your subscription, click on cancel subscription before your stipulated billing cycle. Any plans cancelled in the middle of a billing cycle will be effective once that specific month has ended.

Got more questions? Contact our expert to know more.
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