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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What sets WealthSpectrum apart?
"With our reliable technology framework and expert support, our clients can stay ahead of the curve and navigate the rapidly changing investment landscape."
Mihir Parekh
Product
Get an overview of what WealthSpectrum does.
Main Tasks
- Advisors,
- Asset Managers,
- Consolidated Reporting,
- Investment Platform,
- Portfolio & Cost Analysis
Top features
- Full Multi-Currency Support,
- Mobile App,
- Ability to Whitelabel,
- Custom Reports
Assets supported
- Alternatives,
- Cash & Equivalents,
- Commodities,
- Developed Markets,
- Equities,
- Developing Markets,
- Direct Private Equity,
- Fixed Income,
- Hedge Funds,
- Private Debt,
- Private Equity,
- Private Equity Funds,
- Venture Capital
Whitelabel
- Yes
Type Of Software
- SAAS
Integrations
- Office 365 SSO,
- CRM,
- Sales Force
Mobile App
- Yes
Type of data
- Transaction level
Accuracy
- Automated reconciliation of holdings,
- Balances and accounting data
Custodians
- 10
Time to new custodian
- 4 Weeks
Multi-currency
- Users can set multiple base currencies,
- Based on transaction data,
- Users can separate holding level gain/loss from currency gain/loss
Rates
- Number of client families
Regulated
- No
Cost structure
- AUM based,
- Seat based (per named user),
- Feature based,
- Flat fee
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 50-100
Founded
- 1990
Locations
- India
Top 5 Markets
- India,
- Singapore,
- United Arab Emirates,
- Mauritius,
- Ireland
Total AUM
- 300B+
Ownership
- Owned by management
Focus
- Investment & Financial Advisors (RIAs/IFAs)
Secondary focus
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Fund managers,
- Custodians,
- Banks,
- Brokerages
References can be provided on request
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Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone
Pricing of support
Based on SLA
Onboarding
4 weeks
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