Adding value to your investment data with bespoke reporting to streamline portfolio analysis and gain investment insights. Wealthbrain empowers high net-worth individuals (HNI's) and Ultra high net-worth individuals (UHNI's).
With a holistic view of the investor's net worth (Assets and Liabilities) linked to their risk profile and investment goals, wealth planning is a challenge.
Analytics is the key for better financial planning.Thus it is to get customized reports as well as combined reports of all asset classes for clear investment insights.
The security and safety of portfolios comprising of highly sensitive data is a constant concern. Thus is vital to embrace the standard security measures of the industry.
Investment advisors and investors still rely on archaic ways of portfolio monitoring via spreadsheets which is time consuming and prone to manual error.
Consolidate your global investment portfolio on a single platform.
Get descriptive analytics of your investment portfolio to gain deep insights of your investments.
Get portfolio reporting, and choose from various definitive to generate customized reports.
A secured platform certified with ISO 27001. Sit back and be assured for your data.
Be connected to your investment portfolio with the Wealthbrain app.
Get access to market updates from the industry’s leading market data providers.
Talk to us to learn more about our offerings. We would be delighted to speak to you.