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Wealthbrain

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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

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