Differentiate yourself with competitive portfolio insights that can help you scale up your performance. Wealthbrain empowers wealth managers, independent financial advisors, and external asset managers.
A unified platform provides a clear view of the global investment portfolio. To enhance customer experience and build loyalty, it is essential to have a platform with an ecosystem.
Getting customized wealth reporting of all asset classes for client portfolios is essential. Efficient portfolio analysis is necessary to gain deep insights into the investment portfolios
Client data contains sensitive information, therefore data security is essential. Maintaining industry security standards is essential to gaining the trust of the clients.
To save time and reduce manual error, Investment advisors and wealth managers need advanced tools for portfolio monitoring.
Transform your end-to-end client journey with automated tools. Enhance your customer journey with innovative tools.
Nurture leads into loyal customers and improve conversion rates with our lead management system.
Align investments with wealth goals for an easier wealth planning.
Consolidate your global investment portfolio on a single platform.
Get descriptive analytics for your global portfolios.
Get wealth reporting of various asset classes in your portfolio.
Efficiently manage your revenue and maximize your profits with built-in automation.
Analyze the risk exposure of your investment portfolio and take better decisions.
Maximize returns on structured products with our analytics.
A secured platform certified with ISO 27001.
Connect your investment portfolio on our mobile app.
Brand the reports through your brand name and easily send reports to customers.
Talk to us to learn more about our offerings. We would be delighted to speak to you.