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wealthbrain. portfolio management system

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.

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wealthbrain. portfolio management system

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  1. Our Company OurWealthtechofferingwasconceptualizedin 2019.Itwas ideationfromexpertsinthefinancial servicesandtechnologyindustry.Wealthbrainis acloud-basedportfoliomanagement system that helpsintheconsolidation,analytics,andwealth reportingoffinancialandlifestyleinvestments onasingleplatform.Wealthbrainempowers wealthmanagementcompanies,wealth managers,familyoffices,andhighnetworth individuals.Weareconnectedwithglobal privatebanks,investmentplatformsandother custodians across geographiesandjurisdictions. Our portfolio management system automates your entire investment portfolio. It transforms massive portfoliodataintoinsightfulanalytics. Weprovideaholisticviewofyourinvestors portfolio and offer customized wealth reporting across assetclasses. This helps to have an overview of the portfolio andmakeinformeddecisionsattherighttime.

  2. Our Mission Our mission as a wealthtech portfolio management system is to provide the highest level of customer experience through the digitalizationanddemocratizationoftechnology inthewealthmanagementsector. Our Vision Our Vision is to be a solutions partner of first choicefortheWealthManagementsector.We want to empower and be an integral part of our clients’ success through continuous wealthtech innovation and by providing serviceexcellence

  3. WhyChooseWealthbrain Wealthbrain provides a PMS integrated with a broader wealthtech ecosystem thus offering best-in-classsolutionsto the wealth management sector. PortfolioConsolidationAcross GlobalCustodians InvestmentPortfolioIncludesAll Asset Classes (Financial and Non-Financial Assets Including LifestyleAndDigitalAssets) AdvancedAnalyticsToMake InformedDecisions Collaboration With Leading TechnologyPartners&Fintech Firms To Provide A Unified EcosystemToOurClients. Secured Access Across All Platforms(ISO27001Certified)

  4. ProductOverview Wealthbrain portfolio management system is available on desktop as well as mobile applications.Wealthbrain mobile application is availableonAndroidandIOS.Thisenablesusersto accessportfolioanytimeanywhere.

  5. OurOfferings Consolidation Portfolio Management System(PMS) Performance&RiskAnalytics WealthReporting StructuredProductAnalytics WhiteLabelinng CustomerDataRepository Client Lifecycle Management (CLM) & Client Relationship management (CRM) Lead&OpportunityManagement Wealth Planning DigitalInvestmentProposalGeneration ClientLifetimeValueCreation

  6. OurClients Independent Financial Advisors Investment AdvisoryFirms Wealth Managers ExternalAsset Management Companies Family Offices HighNetworth Individuals Portfolio Managers ExternalAsset Managers

  7. Thank You Address Level10,1002,TowerBB1, MazayaBusinessAvenue,JLT,Dubai,UAE. Telephone +97143999060 Website www.wealthbrain.com Email sales@wealthbrain.com Yourenquiresarevaluabletous.Pleaseemailorcallforanyqueries.

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