Why Wealthbrain
The WealthTech platform built for how you actually work
Consolidate every account, analyze every position and deliver beautiful client reports — all from one secure, white-labelled platform.
Six reasons firms choose Wealthbrain
Everything you need to consolidate, analyze and report — without stitching together point solutions.
One unified platform
Replace fragmented spreadsheets and siloed systems with a single source of truth across custodians, accounts and asset classes.
Institutional-grade analytics
Holistic risk and performance analytics — exposures, attribution, benchmarks and what-if scenarios — at a portfolio and household level.
White-labelled experience
Make it yours. Branded portals and reports for your firm, advisors and end clients across web, tablet and mobile.
Global asset coverage
Equities, fixed income, funds, alternatives, real estate, private equity and lifestyle assets — across global custodians and currencies.
Built for every stakeholder
Workflows tailored for relationship managers, operations, compliance, advisors and the end investor.
Enterprise-grade security
ISO 27001 certified. Data encrypted in transit and at rest. 2FA and granular role-based access controls.
A complete picture
See every client, every account, every position — in one place
Aggregate holdings across global custodians and asset classes automatically. Reconcile positions, classify exposures and surface insights without manual effort — so your team can spend more time advising clients.
- Multi-custodian aggregation across regions and currencies
- Automated reconciliation and corporate action handling
- Look-through exposures for funds and structured products
- Branded client portal across desktop, tablet and mobile
What makes us different
Modern architecture, modular delivery and an obsession with client experience.
Faster onboarding
Go live in weeks, not quarters, with guided implementation and pre-built integrations.
Your data, your rules
Granular permissions, audit trails and data residency options to meet your compliance needs.
Modular by design
Adopt the modules you need today — Consolidation, Analytics, Reporting, CLM — and add more as you grow.