Wealthbrain comes with a 360 Customer Mode, Fund & Portfolio overview with a collection of analytics for the things you do every day such as valuation or performance calculation. Our analytical tools offer deep insights of the present to plan the future.
An efficient portfolio management system enables performance measurement and analytics of global portfolios.
Wealthbrain is a portfolio management system that provides performance-based analytics. It enables performance measurement of the entire portfolio. It helps to get a holistic view of the portfolio and understand the exposures of the portfolio. Our analytical tools offer deep insights into an investment portfolio to help in risk mitigation. We provide the following benefits for analytics of the portfolio: