Consolidation
Wealthbrain integrates all financial and non-financial assets and liabilities from various global banks, financial institutions and other sources in one place. All your investments are tracked under one umbrella.
Wealthbrain integrates all asset classes – including lifestyle investments – and liabilities on a unified platform. Wealthbrain is connected with global private banks, custodians and financial institutions, and can also ingest data provided in .csv, .xml, .pdf, or .zip file formats.
Cash
Public Equity
Private equity
Fixed Income
Funds
Structured Product
Property
Insurance
Loans
We have integrated with more than 50 banks and financial institutions. Get in touch with us for a full list and how we can help based on your requirements.
Ready to get started? Contact our expert to know more.