Wealthbrain, Portfolio Management System

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Our Company
Our Wealthtech offering was conceptualized in
2019. It was ideation from experts in the
financial services and technology industry.
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, investment platforms
and other custodians across geographies and
jurisdictions. Our portfolio management system
automates your entire investment portfolio. It
transforms massive portfolio data into
insightful analytics. We provide a holistic view
of your investors portfolio and offer customized
wealth reporting across asset classes. This
helps to have an overview of the portfolio and
make informed decisions at the right time.
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Our Mission
Our mission as a wealthtech portfolio management
system is to provide the highest level of
customer experience through the digitalization
and democratization of technology in the wealth
management sector.
Our Vision Our Vision is to be a solutions
partner of first choice for the Wealth
Management sector. We want to empower and be an
integral part of our clients success through
continuous wealthtech innovation and by
providing service excellence
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Why Choose Wealthbrain
Wealthbrain provides a PMS integrated with a
broader wealthtech ecosystem thus offering
best-in-class solutions to the wealth management
sector.
Portfolio Consolidation Across Global
Custodians Investment Portfolio Includes All
Asset Classes (Financial and Non-Financial
Assets Including Lifestyle And Digital
Assets) Advanced Analytics To Make Informed
Decisions Collaboration With Leading Technology
Partners Fintech Firms To Provide A Unified
Ecosystem To Our Clients. Secured Access Across
All Platforms (ISO 27001 Certified)
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Product Overview
Wealthbrain portfolio management system is
available on desktop as well as mobile
applications. Wealthbrain mobile application is
available on Android and IOS. This enables users
to access portfolio anytime anywhere.
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Our Offerings
Consolidation
Portfolio Management System (PMS)
Performance Risk Analytics
Wealth Reporting
Structured Product Analytics
White Labelinng Customer Data Repository
Digital Onboarding
Online Document Signature
AML Screening Checks
Risk Management
Task Management
Audit Trail and Dashboard
Dynamic KYC profile
Client Lifecycle Management (CLM)
Client Relationship management (CRM)
Lead Opportunity Management
Wealth Planning
Digital Investment Proposal Generation
Client Lifetime Value Creation
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Our Clients
Independent Financial Advisors
Investment Advisory Firms
Wealth Managers
External Asset Management Companies
Family Offices
High Networth Individuals
Portfolio Managers
External Asset Managers
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Thank You
Address Level 10, 1002, Tower BB1, Mazaya
Business Avenue, JLT, Dubai, UAE. Telephone 9714
3999060 Website www.wealthbrain.com Email sales_at_
wealthbrain.com Your enquires are valuable to
us. Please email or call for any queries.