Wealth Brain

Financial advisors and External asset managers to manage, monitor and review their existing portfolios with Global Private Banks, Custodials & Investment firms using a single platform

WealthBrain is a cloud-based wealth management platform which uses AI and Machine Learning thereby empowering Ultra/High Net worth Individuals, Wealth managers, Family offices, Financial advisors and External asset managers to manage, monitor and review their existing portfolios with Global Private Banks, Custodials & Investment firms using a single platform.

Here are some of the main features of our platform:

Link Multiple Accounts
Linking all your private bank accounts could not have been easier

Customized View
Pick & choose your preferred investments to check on your important assets at any given time.

Real-Time Tracking
Perform real-time tracking, not just of the investments you hold in your portfolio, but also of news, information, and late-breaking stories.

Secure Login
WealthBrain uses all secure login options making it convenient & easier to users.

Daily Planner
WealthBrain has in built planner allows you to sync your daily meetings, set up with RM Meetings & even set active reminders to take critical decisions.

Multiple User Access
Choose the right plan to gain multiple user access which benefits all.

Use WealthBrain to view your portfolio with up-to-date valuations and a birds-eye view, under one single platform.

E: [email protected]