Link Multiple Accounts Linking all your private bank accounts could not have been easier
Customized View Pick & choose your preferred investments to check on your important assets at any given time.
Portfolio Tracking Track your Investment Holdings with easy Analytics and investment related updates
Secure LoginWealthBrain uses all secure login options making it convenient & easier to users.
Daily PlannerWealthBrain’s in built planner allows you to sync your daily meetings, set up with RM Meetings & even set active reminders to take critical decisions.
Multiple User AccessChoose the right plan to gain multiple user access which benefits all.
Register to WealthBrain by choosing your suitable plan & payment option
Start your plan with free one month Subscription
As a first time user login to set up your WealthBrain account with all your details
Start tracking & monitoring all your investments to take right decisions at the right time & save your valuable time
Download WealthBrain App & be connected 24/7 to all your investments
Using WealthBrain, view your portfolio with up-to-date
valuations and a birds-eye view, under one single platform
Get a single consolidated global portfolio across different private banks,investment firms, wealth management firms
Take 100% control of your portfolio using WealthBrain unified platform
WealthBrain gives access to your portfolio 24/7 via mobile app& desktop platform
Wealthbrain platform provides users with market updates at timely intervals.
WealthBrain automated charts & graphs will give you a comprehensive outlook of your financial standing
WealthBrain uses latest security to make sure privacy and security is our priority to all our users
Know your best & worst investments at a
glance with the help of WealthBrain
WealthBrain gives you a birds eye view across all your investments to help you focus on your growth investment
Our smart reports, charts and dashboards allows quick and efficient capitalization on profitable trends and opportunities
Transparency is key to Wealth Management. Wealthbrain allows clients to take right & informed decisions
Determine both your exposure to individual securities, as well as the level of risk in your overall portfolio
WealthBrain is a cloud-based wealth management platform which uses AI and Machine Learning thereby empowering Ultra/High Net worth Individuals, Wealth managers, Family offices.
“As an EAM on a growth and acquisition mode, we found it challenging to have a consolidated view of investments. A dedicated resource and manhours had to be utilised until Wealthbrain stepped in. They have transformed our investment consolidation, analytics and reporting mechanism. The other challenge was around Structured Products lifecycle management, which Wealthbrain was able to solve by integrating with their ecosystem partners. It has improved efficiency, ensured error-free reporting and helped in generating new business.”
“Our biggest challenge was to have a holistic view of investments. Wealthbrain has helped us achieve the same with its simple, easy to use Portfolio Management System, by not only providing a consolidated view, but also by providing analytics that help us and our clients in making data-driven decisions. Customized wealth reporting has been automated saving us considerable time and resources. Wealthbrain has been a massive game changer for our overall client experience.”
“WealthBrain is a great platform & I highly recommend to everyone who is struggling to manage multiple portfolios & having trouble with consolidation”
“As an RM, working for a leading investment firm, I had too many global portfolios to deal with for my clients but after using WealthBrain, managing multiple global portfolios has never been easier”
“As an EAM on a growth and acquisition mode, we found it challenging to have a consolidated view of investments. A dedicated resource and manhours had to be utilised until Wealthbrain stepped in. They have transformed our investment consolidation, analytics and reporting mechanism. The other challenge was around Structured Products lifecycle management, which Wealthbrain was able to solve by integrating with their ecosystem partners. It has improved efficiency, ensured error-free reporting and helped in generating new business.”
“Our biggest challenge was to have a holistic view of investments. Wealthbrain has helped us achieve the same with its simple, easy to use Portfolio Management System, by not only providing a consolidated view, but also by providing analytics that help us and our clients in making data-driven decisions.Customized wealth reporting has been automated saving us considerable time and resources. Wealthbrain has been a massive game changer for our overall client experience.”
“WealthBrain is a great platform & I highly recommend to everyone who is struggling to manage multiple portfolios & having trouble with consolidation”
“As an RM, working for a leading investment firm, I had too many global portfolios to deal with for my clients but after using WealthBrain, managing multiple global portfolios has never been easier”
