Overview
What is Wealthbrain?
Wealthbrain is a cloud-based Wealthtech company offering a Portfolio Management System that provides Consolidation, Analytics and Wealth Reporting of financial and lifestyle investments. It also provides a wealth tech ecosystem.Wealthbrain caters to the needs of the following segments of the…
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What is Wealthbrain?
Wealthbrain is a cloud-based Wealthtech company offering a Portfolio Management System that provides Consolidation, Analytics and Wealth Reporting of financial and lifestyle investments. It also provides a wealth tech ecosystem. Wealthbrain caters to the needs of the following segments of…
Entry-level set up fee?
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Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
Wealthbrain - Portfolio Management System |💻 One-stop solution for Wealth Management💻
Product Details
- About
- Competitors
- Tech Details
What is Wealthbrain?
Wealthbrain caters to the needs of the following segments of the wealth management sector.
- Wealth Management Companies
- Wealth Managers
- Independent Financial Advisors
- Family Offices
- Ultra High Netroeth Individuals.
Wealthbrain Features
- Supported: Portfolio Management System
- Supported: Wealth Planning and Reporting
- Supported: Structured Products Lifestyle Investments
- Supported: Multi asset class data aggregation
- Supported: Lead and Opportunity Management
- Supported: Client Lifecycle Management (Digital Onboarding)
Wealthbrain Video
Wealthbrain Competitors
Wealthbrain Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
