One-stop solution for investment management

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.

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ONE STOP SOLUTION

One stop platform for back office, middle and front offices, for financial advisors, wealth managers, investors.

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Automated Services

Auto update of corporate action with holding adjustment feature to keep portfolio updated. Auto update of transactions files from RTA.


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Features Of Multiple

Manage multiple client’s portfolio. Multiple asset class. Multiple hierarchy level, multiple employee mapping.

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Custom API Packages

Ready API solutions available to Plug and play into your front end web portal or mobile application.


FEATURES

Single Umbrella covers all - Investor, Advisor , Admin , Backoffice

  • Single Umbrella covers all - Investor, Advisor , Admin , Backoffice
  • Scheduled transaction upload through backend process
  • Analytical & Extensive Reports
  • Auto Corporate action updates
  • Holistic Portoflio View

SERVICES

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API Package

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Customized Development

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Third Party Integration

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Automated Application

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Contact Us

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