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

Request References

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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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