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.
How much does Wealthbrain cost?
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.
Could I make a payment by bank transfer?
Contact our team to work out a Bank Transfer option for you. sales@wealthbrain.com
Will my subscription auto-renew?
Yes, it will be charged at the beginning of each billing cycle until you cancel your subscription.
How do I start viewing my portfolio?
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.
Could I make a one-time payment?
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.
How can I cancel my subscription?
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.