Consolidation

Portfolio Consolidation across global private banks and financial institutions. Wealthbrain integrates all assets, liabilities, and other financial and non-financial assets from various global banks and financial institutions into one place. All your investments are tracked under one umbrella.

Wealthbrain is a cloud-based Portfolio Management System that consolidates the entire wealth of the user on a single platform. Wealthbrain is well connected with global private banks, custodians and financial institutions. We consolidate client’s data which is provided in .csv, .xml .pdf or .zip file formats. Wealthbrain integrates all asset classes, liabilities, and lifestyle investments on a unified platform. The following are some of the asset classes which are provided to our existing users. The following are some of the asset classes which are provided to our existing users.
These asset classes are displayed on a user-friendly interface. The data is represented using various representation tools like charts and graphs. It provides a holistic view of all your entire investment portfolio on a single platform. This enables to make informed decisions at the right time and helps in risk mitigation. Wealthbrain also provides various features like risk mitigation, bank comparison, lead management, trade order management, revenue management system, Wealthtech CRM and digital client onboarding of clients.

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