Why Wealthbrain

Our portfolio management system empowers wealth management companies, family offices, wealth managers, and high net worth individuals. Get a bird's eye view of your investment portfolio with  analytics, reporting and many more features on a secure platform.

Simplify the process of your portfolio management

Client Segments Of Wealthbrain

Portfolio Consolidation Across Global Custodians.

Advanced Analytics To Make Informed Decisions.

Customized Wealth Reporting.

Collaboration With Leading Technology Partners And Fintech Firms.

Secured Access Across All Platforms (ISO 27001 Certified).

Investment Portfolio Includes All Asset Classes.

Know About Your Benefits

Sustainable growth for client’s assets with an Integrated Platform Solutions

Revenue Growth & Management 

To identify investment opportunities

Investment Consolidation

To manage diverse multi-asset class portfolios

Performance Analytics

Wealth reporting is a key differentiator

Transparency

On demand access to clear information

Cost Efficiencies

Reducing administrative burden, minimizing manual intervention and reducing operational risk.

Wealth Reporting

Customized reports for all asset classes.

Our Key Benefits that help you take better portfolio management decisions

360 tracking of investments - Wealthbrain

360 Tracking

Track all your investments daily.
Multi User Access - Wealthbrain

Multi User Access

Select an appropriate plan to get multi-user access.
Data Security - Wealthbrain

Secure Login

We are ISO 27001 certified and use secure login options with two-factor authentication.
Ease Of Access - Wealthbrain

Ease Of Access

User-friendly platform easily accessible anytime, anywhere.
Investment Insights - Wealthbrain

Investment Insights

Our analytical tools offer deep insights into the present to plan the future.
Reduce Admin Work - Wealthbrain

Reduce Admin Work

Automate manual and paper processes to increase efficiency and save time.
Empowering Teams - Wealthbrain

Empowering Teams

Empower your team through digitalization to provide a better customer experience.
Bespoke Reporting- Wealthbrain

Bespoke Reporting

Get a customized reports of asset classes platform with data visualizations

Contact us

Talk to us to learn more about what we offer and how we make portfolio management easier for you.