What is WealthSpectrum?
Enterprise Technology Solutions for Investment Management
Modular investment management software for private banks, wealth managers, RIAs, Portfolio Managers, Separately Managed Account Providers, Alternative Investment Fund managers and custodians.
It features:
Portfolio Accounting
Portfolio accounting and cost basis tracking, full set of accounting reports including P&L and Balance sheet
Fees and Commissions
Configurable billing templates and commission reconciliation across asset classes. Invocing and reporting capabilties.
Performance Measurement
Time weighted (TWRR) and Money Weighted (IRR) return calculations and reporting. Benchmarking capabilities with market indices, custom and blended benchmarks.
Rebalancing and Monitoring
Model management and rebalancing with client preferences and restrictions. Pre-trade compliance and suitability framework.
Trade Order Management
Order routing interfaces with brokers, mutual fund platforms and custodians. Trade transactions import and reconciliation interfaces with brokers, custodians and mutual fund registrars.
Client and RM Apps
State of the web and mobile apps for clients and relationship managers with dashboards and drill-downs.
Client Reporting
Generate presentation quality client report packs with custom branding template.
Management Dashboards
Comprehensive reporting of assets, inflows / outflows, revenue by asset class and custom classifications with interactive drill-down and aggregation capabilities.
APIs and Integrations
REST APIs and integrate with onboarding system or CRM.
Categories & Use Cases
Technical Details
| Mobile Application | No |
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FAQs
What is WealthSpectrum?
WealthSpectrum is modular investment management software for private banks, wealth managers, RIAs, Portfolio Managers, Separately Managed Account Providers, Alternative Investment Fund managers and custodians. It is developed by Applied Software headquartered in Ahmedabad, Gujarat.