WealthTech Platform for Wealth Managers, Financial Advisors, Family Offices, and their Clients
Consolidate investments across custodians and asset classes, manage and analyze portfolios, generate insights and reports
Comprehensive, secure, white-labelled solutions for
Wealth Management Companies
Get a complete picture of client portfolios using interactive analytics and automated reports.
Independent Financial Advisors
Differentiate yourself and grow your client base and revenues with intelligent financial planning and analytics.
Family Offices
Garner investment insights and generate customized reports for your entire portfolio.
Ultra High Net Worth Individuals
Be a better investor by getting comprehensive insights and tracking investments across asset classes and custodians.
Discover how our integrated, modular wealth management platform can serve your needs
Client Lifecycle Management
Digital onboarding - through secure and compliant workflows – and ongoing servicing of clients.
Consolidation
Account aggregation across banks and asset classes globally, on a unified platform.
Analytics
Holistic portfolio analytics for evaluating the risk and performance of your investments.
Reporting
Out-of-the box and customized reports to suit every need of you and your clients.
Wealth Ecosystem
Curated partner solutions for wealth planning, CRM, structured products, and more.
We would be delighted to speak to you.
A safe and secure home for your data
What our customers say about us
Frequently asked
questions
What Is Wealthbrain
Wealthbrain is a cloud-based portfolio management system which helps in consolidation, analytics and wealth reporting of financial and lifestyle investments on a single platform.
How Much Does Wealthbrain Cost?
Access WealthBrain on your Desktop, Mobile & Tablet, take complete control of your portfolio. Please contact sales@wealthbrain.com with your requirements to get customized pricing.