Wealth Spectrum

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Portfolio Management

HQ

India

WealthSpectrum is developed and owned by Applied Software Pvt. Ltd., a software product company focused on financial services industry. Applied Software has a successful track record of over two decades providing solutions based on leading edge technologies to the customers in India and the United States. We and our subsidiary in the United States – Applied Software, Inc. are entirely funded by promoter’s capital and retained earnings, and there is no outside borrowing or funding to date.

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Chief Investment Officer

Multi Family Office in the US

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WIZE by TeamWork

Portfolio Management

HQ

Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

Addepar

Consolidated Reporting

HQ

United States of America

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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Company Finder

Wealth Spectrum

Category

Portfolio Management

HQ

India

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

WIZE by TeamWork

Category

Portfolio Management

HQ

Switzerland

Addepar

Category

Consolidated Reporting

HQ

United States of America

Simple solutions for complex times.

Insights

Companies

Wealth Spectrum

Company Finder

Wealth Spectrum

Category

Portfolio Management

HQ

India

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

WIZE by TeamWork

Category

Portfolio Management

HQ

Switzerland

Addepar

Category

Consolidated Reporting

HQ

United States of America

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