AddeparIn the news
Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
WealthSpectrum
Portfolio accounting, reporting and front-to-back office platform for wealth managers and family offices
Ahmedabad, GJ, INIndependentwealthspectrum.comNot yet confirmed by the company
What it does
WealthSpectrum is an investment and wealth management platform built by Applied Software Pvt. Ltd. of Ahmedabad, India. It is sold to wealth managers and RIAs, discretionary and non-discretionary portfolio managers, alternative investment fund administrators, and single- and multi-family offices.
At the center is a portfolio accounting engine with tax-lot tracking, corporate action processing and cash-flow tracking across equities, funds, ETFs, REITs, fixed income, structured products and private funds. Around it sit family and account hierarchies, investment policy and mandate setup, drift monitoring with rebalancing and trade suggestions, order management, fee and billing calculation, TWRR and XIRR performance measurement against custom benchmarks, branded client reports and a client and relationship-manager portal. A multi-currency version (WealthSpectrum FX) supports NAV calculation and fund accounting for global portfolios.
The company says it has been in production for more than 20 years and is funded only by its promoters and retained earnings.
Best for
- Serves
- RIAs, Family offices, Asset managers
Features
- Multi-asset portfolio accounting
- Tax-lot and capital gains tracking
- Corporate action processing
- TWRR and XIRR performance measurement
- Portfolio rebalancing and trade suggestions
- Fee and billing calculation
- Client and RM portal
- Multi-currency fund accounting and NAV
Coverage from The Daily Network
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