Portfolio Management System

A cloud-based portfolio management system that consolidates, provides analytics, and wealth reporting of financial and lifestyle investments on a single platform.

We Help You Achieve Portfolio Management Solutions

Explore Our Solutions To Gain Investment Insights Of Your Portfolio.

Consolidation

Integrate your global portfolio on a unified platform. Wealthbrain provides portfolio consolidation across major global private banks, financial institutions & custodians.

Analytics

A holistic portfolio overview with descriptive analytics for evaluating your global portfolio and its performance measurement.

Reporting

Customize and optimize portfolio reporting at your convenience with our built-in configuration reporting tool. Have a wealth report for your entire investment portfolio with Wealthbrain.

Wealth Ecosystem

Wealthbrain is making a wealth tech ecosystem that comprises of client life-cycle management and client relationship management.

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The Wealthbrain Edge

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Cost Saver

Cut down on cost using Wealthbrain.

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Asset Classes

Provides analytics for various asset classes. 

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Data Security

Certified with ISO 27001, our platform is completely secure.

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Time Saver

Time is precious. Save your time by using Wealthbrain.

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Our Partners

What Our Clients Say About Us

See How Industry Experts Benefit From Wealthbrain

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.

Mr. Shivam Iyas COO of Plutus Associates Capital Limited

    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.

    Mr. Suresh Shetty COO of Sun Global

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

      Alex CEO of Indigo Financial & Consultancy

        What Our Clients Say About Us

        Take A Look At How Industry Experts Benefit From Using Wealthbrain For Their Portfolio Management Needs.

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