We provide best-in-class features for portfolio management solutions

Client lifecycle management
Transform your end-to-end client journey with automated tools. Enhance your customer journey with innovative tools.

Lead management
Nurture leads into loyal customers and improve your conversion rates with Wealthbrain's lead management system.

Structured product analytics
Maximize your returns by gaining structured product analytics on our dashboard.

Trade order management
Streamline trade workflows across asset classes with trade order management.

Revenue management system
Efficiently manage your revenue and maximize your profits with built-in automation.

Investment management proposal
Scale up your efficiency by creating an automated investment proposal with Wealthbrain.

Data security
A secure, ISO 27001-certified platform hosted on Amazon Web Services.

Bank compare
Analyze investments and returns of investment portfolios across various banks and custodians.

Wealth planning
Work towards prosperity with effective wealth planning. Align investments with your wealth goals.

White labeling
Adapt the product or service in your own brand’s visual identity.

24-hour access
Wealthbrain enables tracking your wealth anywhere anytime at your fingertips.

Platform customization
Create customized reports based on your specific needs.