WealthSpectrum is a wealth management platform for firms handling front-, middle-, and back-office work. It combines portfolio accounting, client profiling, rebalancing, order management, monitoring, fees and billing, performance measurement, reporting, and analytics. Accounting covers equities, fixed income, mutual funds, ETFs, REITs, derivatives, structured products, and alternative assets. The platform calculates time-weighted and money-weighted returns, with market, custom, and blended benchmarks. Trading workflows include order pooling, pre-trade compliance checks, and post-trade allocations. Investor and client reports can include investment summaries, performance reports, and tax statements; the Client and RM Portal offers portfolio views, charts, transaction history, and exportable reports. It also offers AI-driven meeting notes and action items based on portfolio reviews and market views. WealthSpectrum connects with brokers, custodians, mutual fund platforms, and data feeds, with APIs for CRM, onboarding, EMS, and WhatsApp reporting. Deployment options include on-premise, private cloud, and managed cloud. Pricing is available on request.
Who it is for
It is intended for wealth managers, RIAs, investment managers, fund administrators, AIFs, and family offices. Secure web and mobile apps support portfolio tracking, reporting, and updates.
What is good
- Accounting supports a broad range of asset types.
- Calculates TWRR and XIRR returns.
- Includes order pooling and pre-trade compliance checks.
- Client portal includes exportable reports and AI meeting notes.
- Supports on-premise, private-cloud, and managed-cloud deployment.
What to know first
- Pricing is available on request.
- No desktop platform is listed.
Verdict
WealthSpectrum brings portfolio operations, performance measurement, trading workflows, and client reporting together. Organizations considering it will need to request pricing and assess which deployment option fits their needs.
Compared on portfolio management software
- Asset coverage
- both
- Performance reporting
- Yes
- Investor reporting
- Yes
- Tax-lot accounting
- Yes
- Multi-currency support
- Yes
