Wealthtech Platform

WealthBrain is a great platform & I highly recommend to everyone who is struggling to manage multiple portfolios & having trouble with consolidation.

Wealthbrain has handheld us in the journey of migrating from another Portfolio Management System. They have helped us with implementing a lead and opportunity management tool, which has enabled the sales team. Moreover, they helped us aggregate and automate data feeds with our providers. A digital customer risk profile with dynamic questions and customized reporting in our format saves us a lot of time and helps us to move away from a paper-based approach. We have been working with Wealthbrain now for over a year, and we’ve learned that their focus is on providing a great customer experience.

Our biggest challenge was to have a holistic view of investments. Wealthbrain has helped us achieve the same with its simple, easy to use Portfolio Management System, by not only providing a consolidated view, but also by providing analytics that help us and our clients in making data-driven decisions. Customized wealth reporting has been automated saving us considerable time and resources. Wealthbrain has been a massive game changer for our overall client experience.

As an EAM on a growth and acquisition mode, we found it challenging to have a consolidated view of investments. A dedicated resource and manhours had to be utilised until Wealthbrain stepped in. They have transformed our investment consolidation, analytics and reporting mechanism. The other challenge was around Structured Products lifecycle management, which Wealthbrain was able to solve by integrating with their ecosystem partners. It has improved efficiency, ensured error-free reporting and helped in generating new business.