WealthSpectrum
Powering smart investment operations
WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs.
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About WealthSpectrum
WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs of UHNW families. With advanced features for investment management, reporting, and analytics, we help wealth owners preserve and grow wealth with continuous monitoring and tracking.
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More Details
| Attribute | Details |
|---|---|
| Categories | Accounting, Advisors, Asset managers, Client Portal, Consolidated Reporting, Investment platform, Portfolio & Cost Analysis |
| Features | Ability to Whitelabel, Custom Reports, Full Multi-Currency Support, Mobile App |
Insights from WealthSpectrum
The era of professionalised wealth management in India
Simple spoke with Mihir Parekh, Managing Director of WealthSpectrum (Applied Software Pvt Ltd), to get his insights. With over two decades of experience in wealth management technology, Parekh shares how his India-first platform is powering the country’s leading wealth management firms.
At a Glance
Deployment
Cloud, private cloud, or on-premise
Security
Not publicly disclosed (SSO, MFA, IP whitelisting)
Data Hosting
Not publicly disclosed (India-based vendor)
Custodian Feeds
FIX protocol connectivity (no named list)
Asset Classes
All asset classes
AI Capabilities
Not publicly disclosed
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