Wealth Management Companies

Access your robust investment data using interactive analytics and automated reports. Simplifying the process of performance analytics and risk mitigation for advisors and wealth managers. 

Challenges Faced By Wealth Management Companies

Need For A Holistic View Of The Portfolio

A holistic view of the portfolio gives a clear view of client investments at a glance. A quick analysis of different portfolios and their profitability would help take timely measures and therefore saves your time.

Need For Customized Reports

Analytics is essential for reviewing client portfolios. The ability to get customized reports as well as combined reports of all asset classes makes it easier for wealth managers to focus on the bigger picture.

Need For A Secured Login

Security should be a top priority in the financial service industry as it secures sensitive data. It’s important to abide by standard security measures of the industry.

Need For Consolidation Of Diverse Portfolios

Investment advisors and investors still rely on archaic ways of portfolio monitoring via spreadsheets which is time-consuming and prone to manual error.

We provide solutions for your challenges & enhance productivity

Validate Your Investments With Descriptive Analytics.

Client Lifecycle Management

Transform your end-to-end client journey with automated tools. Enhance your customer journey with innovative tools.

Lead Management

Nurture leads into loyal customers and improve conversion rates with our lead management system.

Wealth Planning

Align investments with wealth goals for an easier wealth planning.


Consolidate your global investment portfolio on a single platform.


Get descriptive analytics for your global portfolios.


Get wealth reporting of various asset classes in your portfolio.

Revenue Management

Efficiently manage your revenue and maximize your profits with built-in automation.

Risk Profiling

Analyze the risk exposure of your investment portfolio and take better decisions.

Structured product analytics

Maximize returns on structured products with our analytics.

Data Security

A secured platform certified with ISO 27001.

24-Hour Access

Connect your investment portfolio on our mobile app.

White Labeling

Brand the reports through your brand name and easily send reports to customers.

Know about additional benefits for wealth management companies

Understand the smart way to transform your business performance

Get A Demo For Your Customized Solutions

Talk to us to learn more about our offerings. We would be delighted to speak to you.