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Wealthbrain. Portfolio Management System

A cloud-based Wealthtech company offering a Portfolio Management System that provides Consolidation, Analytics and Wealth Reporting of financial and lifestyle investments on a single platform. Learn More :https://www.wealthbrain.com/

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Mekha
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103 views8 pages

Wealthbrain. Portfolio Management System

A cloud-based Wealthtech company offering a Portfolio Management System that provides Consolidation, Analytics and Wealth Reporting of financial and lifestyle investments on a single platform. Learn More :https://www.wealthbrain.com/

Uploaded by

Mekha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Our

Company
Our Wea lthtech offering w a s con ceptu alized in
2019. It w a s ideation from experts in the financial
serv ice s and t e c h n o l o g y industry. Wealthbrain is
a c l o u d - b a s e d portfolio m a n a g e m e n t s y s t e m that
h e l p s in the consolidation, analytics, and wealth
reporting of financial and lifestyle
investments on a sin gle platform. Wealthbrain
empowers
wealth m a n a g e m e n t compan ies, wealth
managers, family offices, and high net
worth individuals. W e are c o n n e c t e d with
glo ba l
private banks, investment platforms and other
cu s t o d i a n s a c r o s s g e o g r a p h i e s and jurisdictions.

Our portfolio m a n a g e m e n t s y s t e m a u toma tes


your entire investment portfolio. It transforms
m a s s i v e portfolio data into insightful analytics.
W e provide a holistic view of your investors
portfolio and offer c u s t o m iz e d wealth reporting
a c r o s s asset classes.

This h e l p s to have an overview of the portfolio


and m a k e informed de cision s at the right time.
Our
M issio
n
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
Visio
n
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
Why Choose
Wealthbrain
Wealthbrain provides a
P M S 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


Technolog y Partners &
Fintech Firms To Provide A
Unified Ecosystem To Our
Clients.
Secured Access Across All
Platforms (ISO 27001 Certified)
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.
Our
Offering s
Consolidation

Portfolio Performance & Risk Analytics


Management Wealth Reporting
System
(PMS) Structured Product Analytics

White Labelinng

Customer Data Repository


Digital Onboarding
Client
Lifecycle Online Document Signature
M anag em ent A M L Screening Checks
(CLM)
& Risk M a n a g e m e n t
C lient
Tas k M a n a g e m e n t
Relationship
m anag em ent Audit Trail and Dashboard
(CRM)
Dynamic KYC profile
Lead & Opportunity
M anag ement
Digital Investment Proposal Generation
Wealth
Planning Client Lifetime Value Creation
Our
Clients
Independent
Investment
Financial
Advisory
Advisors
Firms
Wealth
M anag ers

External Asset
Family
Management
Companies
Offices

Hig h
N etworth
Individuals
Portfolio External Asset
M anag ers Managers
Thank
You
Address
Level 10, 1002, Tower BB1,
Mazaya Business Avenue, JLT, Dubai, UAE.

Telephone
+97143999060

Website
www.wealthbrain.com

Email
sales@wealthbrain.com

Your enquires are valuable to us. Please email or call for any
queries.

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