Overview
Wealthbrain is a cloud-based wealthtech company offering a Portfolio Management System that provides Consolidation, Analytics, and Wealth Reporting of financial and lifestyle investments on a single platform. We also offer a wealth tech ecosystem designed for the wealth management sector.
Visit Website: https://www.wealthbrain.com/
The following are our offerings
-Portfolio Management System
-Wealth Planning & Reporting
-Structured Products Lifestyle Management
-Client Lifestyle Management (Digital Onboarding)
-Multi-Asset Class Data Aggregation
-Lead and Opportunity Management (CRM)
We cater to the following segments of the wealth management sector
-Wealth Management Companies
-Wealth Managers
-Independent Financial Advisors
-Family Offices
-Ultra High Net-Worth Individuals
