WealthWraps is a one-stop solution for investment management. It has been designed keeping in mind the requirements of an individual investor as well as a portfolio manager. It allows users to track their fixed-income/tenure and non-fixed income/tenure investments. It is solution that can be combined to create leading business solutions for Client Management, Portfolio Management, Back office and middle office management.
One stop platform for back office, middle and front offices, for financial advisors, wealth managers, investors.
Auto update of corporate action with holding adjustment feature to keep portfolio updated. Auto update of transactions files from RTA.
Manage multiple client’s portfolio. Multiple asset class. Multiple hierarchy level, multiple employee mapping.
Ready API solutions available to Plug and play into your front end web portal or mobile application.
Single Umbrella covers all - Investor, Advisor , Admin , Backoffice
