Wealthbrain Empowers Wealth Management Companies, Independent Financial Advisors, Family Offices, Wealth Managers and High Net worth Individuals.

Unified platform
Wealthbrain is a cloud-based platform which provides users with a holistic view of their entire portfolio on a single platform.

Secure platform
Wealthbrain is ISO 27001 certified for Information Security Management.

Connected with custodians
Wealthbrain receives automated daily data feeds from global private banks and other providers.

In-depth analysis
The analytical tools offers deep insights of your portfolio. This helps in performance management and risk mitigation on the portfolio.

Structured product analytics
ealthbain provides a detailed Client Lifecycle Management of Structured Products.

Fintech ecosystem
Wealthbrain is connected with other fintech companies focused on Wealth Management to offer best-in-class solutions around Lead & Opportunity Management, Client Lifecycle Management, Financial Planning and more.

Mobile app
Download the Wealthbrain IOS and Android app to access your portfolio anytime, anywhere.