A financial investment portfolio comprises of different financial investments like stocks, cash, equity, debt, structured product analytics, property, hedge funds, gold, etc. The portfolio requirements of every individual differ according to the risk appetite of the individual. Portfolio managers need to assess the requirements of the individual and align it in the portfolio. Wealth planning of a global portfolio is necessary to understand the different investment exposures in the portfolio.  

Wealthbrain is a portfolio management system that provides wealth reporting of your entire investment portfolio. It enables users to get the entire consolidated portfolio reporting with a click. The platform also provides customized reporting for individual asset classes. It enables clients to get an in-depth analysis of their portfolios. Wealthbrain enables users with the following benefits.