FAQ - WEALTHBRAIN

FAQs

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.

How Do I Get Started?

Click sign up on our page. Fill in your details, pay using a valid Credit / Debit Card & start your free 30 Day subscription.

Could I Make a Payment by Bank Transfer?

Contact our team to work out a Bank Transfer option for you. sales@wealthbrain.com

Will My Subscription Auto-Renew?

Yes, it will be charged at the beginning of each billing cycle until you cancel your subscription.

How Do I Start Viewing My Portfolio?

Once Registered, log in to WealthBrain platform & upload your portfolio. Within 24 hours your portfolio will be updated & a notification mail will be sent to you informing you that your portfolio is updated.

Could I Make a One-Time Payment?

Yes, opting for annual subscription allows you to make a one-time payment & use WealthBrain hassle-free. After the subscription period expires, you will receive a notification email to renew or discontinue your subscription for the next year.

How Can I Cancel My Subscription?

If you choose to cancel your subscription, click on cancel subscription before your stipulated billing cycle. Any plans cancelled in the middle of a billing cycle will be effective once that specific month has ended.