Independent Financial Advisors

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.

Challenges Faced By Independent Financial Advisors

Need For A Unified Platform For Wealth Planning

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.

Need For Customized Reports

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

Need For A Secured Login

Client data contains sensitive information, therefore data security is essential. Maintaining industry security standards is essential to gaining the trust of the clients.

Need For Consolidation Of Diverse Portfolios

To save time and reduce manual error, Investment advisors and wealth managers need advanced tools for portfolio monitoring.

We solve your challenges so you can completely focus on your work

Services designed to make you an outstanding performer

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 conversion rates with our lead management system.

Wealth Planning

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.

Revenue Management

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

Risk Profiling

Analyze the risk exposure of your investment portfolio and take better decisions.

Structured product analytics

Maximize returns on structured products with our analytics.

Data Security

A secured platform certified with ISO 27001.

24-Hour Access

Connect your investment portfolio on our mobile app.

White Labeling

Brand the reports through your brand name and easily send reports to customers.

Know about additional benefits for wealth managers, IFA's and EAM's

Understand the benefits of automation to scale your performance

Get A Demo For Your Customized Solutions

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