Wealthbrain
This cloud-based portfolio management system streamlines the consolidation, analytics, and reporting of financial and lifestyle investments. Users can access interactive analytics, automated reports, and customized insights across diverse asset classes, enhancing investment strategies. A secure digital onboarding process and curated partner solutions further empower clients to effectively manage their wealth.
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Top Wealthbrain Features
- Interactive portfolio analytics
- Automated investment reporting
- Customized client insights
- Comprehensive asset tracking
- Secure digital onboarding
- Global account aggregation
- Holistic risk evaluation
- Performance analytics tools
- Out-of-the-box reporting templates
- Curated wealth planning solutions
- Multi-device access support
- Cloud-based management system
- Custom pricing options available
- Unified platform for investments
- Compliance-driven client servicing
- Intelligent financial planning tools
- User-friendly interface design
- Portfolio control features
- Cross-custodian investment tracking
- Integrated CRM capabilities
