Our Features

Our features help you consolidate, track and analyze your investment portfolio. Automate your system to be able to take better investment decisions with ease of mind.

Features - Wealthbrain

We provide best in class features for portfolio management solutions

Client Lifecycle Management

Transform your end-to-end client journey with automated tools. Enhance your customer journey with innovative tools.

Lead Management

Nurture leads into loyal customers and improve your conversion rates with Wealthbrain's lead management system.

Structured Product Analytics

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

Trade Order Management

Streamline trade workflows across asset classes with trade order management.

Revenue Management System

Efficiently manage your revenue and maximize your profits with built-in automation.

Investment Management Proposal

Scale up your efficiency by creating an automated investment proposal with Wealthbrain.

Data Security

A secured platform certified with ISO 27001. Sit back and be assured for your data.

Bank Compare

Analyze investments and return over investments portfolios across various banks and custodians to estimate potential investments.

Wealth Planning

Work towards prosperity with effective wealth planning. Align investment towards your wealth goals.

White Labeling

Brand the product or the service in your name although it is been manufactured by a third party.

24-Hour Access

Wealthbrain enables tracking your wealth anywhere anytime at your fingertips.

Platform Customization

Choose from multiple fields of definitive to create customized reports based on your specific needs.

Get In Touch With Us To Know How Wealthbrain Can Help you Achieve Better Results

Benefits of Using Wealthbrain

Consolidation

Investment portfolio consolidation across major global private banks, financial institutions & custodians.

Analytics

Get control of global investment portfolio with automation to analyze performance and risks of all asset classes.

Reporting

Wealth reporting customized to your needs. Take edge to enhance financial communication with automated reports.

Our ISO Certifications

Wealthbrain Provides A Multi User Access

Get a multi user access to take joint decissions with your wealth manager. Wealthbrain also provides user-level authentication monitor the performance on role based criteria.

Wealthbrain Provides Any Time Access Of Our Investment Portfolio

Wealthbrain is available on desktop as well as your mobile phone. The Wealthbrain application is available on Androisd as well as IOS mobiles.

Download Our App!

Wealthbrain is available on desktop and mobile devices. Our app is available for Android and iOS smartphones, allowing you to access and manage your portfolio at your fingertips.

Book a demo with us to explore customized solutions

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