Our Features
Our features help you consolidate, visualize, and analyze investment portfolios. Automate your systems to take better investment decisions with all the information and insights that you need.
We provide best-in-class features for portfolio management solutions
Transform your end-to-end client journey with automated tools. Enhance your customer journey with innovative tools.
Nurture leads into loyal customers and improve your conversion rates with Wealthbrain's lead management system.
Maximize your returns by gaining structured product analytics on our dashboard.
Streamline trade workflows across asset classes with trade order management.
Efficiently manage your revenue and maximize your profits with built-in automation.
Scale up your efficiency by creating an automated investment proposal with Wealthbrain.
A secure, ISO 27001-certified platform hosted on Amazon Web Services.
Analyze investments and returns of investment portfolios across various banks and custodians.
Work towards prosperity with effective wealth planning. Align investments with your wealth goals.
Adapt the product or service in your own brand’s visual identity.
Wealthbrain enables tracking your wealth anywhere anytime at your fingertips.
Create customized reports based on your specific needs.
A safe and secure home for your data
We would be delighted to speak to you.