Business Description

Wealthbrain is a cloud-based portfolio management system that helps in the consolidation, analytics, and wealth reporting of financial and lifestyle investments on a single platform. Wealthbrain empowers wealth management companies, wealth managers, family offices, and high net worth individuals. We are connected with global private banks, custodians & investment firms across geographies and jurisdictions. The Wealthbrain platform automates your entire investment portfolio. It transforms massive portfolio data into insightful analytics. Thus providing a holistic view of the portfolio as well as customized reporting of individual asset classes.

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