WealthSpectrum

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Score8.0

Rank#9 of 81

Free planNo

Runs onAndroid, API, iOS, Self-hosted, Web

Summary

WealthSpectrum is a wealth management platform for front-, middle-, and back-office operations. It brings together portfolio accounting, investment workflows, performance measurement, and client reporting. Its accounting covers equities, fixed income, mutual funds, ETFs, REITs, derivatives, structured products, and alternative assets such as private equity, real estate, and hedge funds. The platform calculates time-weighted and money-weighted returns, with market, custom, and blended benchmarks. Trading tools include order pooling, rebalancing, pre-trade compliance checks, and post-trade allocations. Investor reporting can include investment summaries, performance reports, and tax statements; the Client and RM Portal adds portfolio views, charts, transaction histories, and exportable reports. Its portal also offers AI-generated meeting notes and action items based on portfolio reviews and market views. WealthSpectrum connects with brokers, custodians, mutual fund platforms, and data feeds, and lists API integrations 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 suits wealth managers, RIAs, investment managers, fund administrators, AIFs, and family offices needing portfolio operations and reporting. Its mobile apps and client portal may also suit teams that need to provide clients with portfolio views and updates.

What is good

Supports multiple asset classes, including alternative investments.
Measures TWRR and XIRR returns against several benchmark types.
Includes trading controls and post-trade allocations.
Client portal offers charts, transaction history, and exportable reports.
Deployment options include on-premise and cloud.

What to know first

Pricing is available only on request.
SOC 2 Type II compliance is stated by the maker.

Verdict

WealthSpectrum combines portfolio administration, performance reporting, trading workflows, and client-facing tools in one platform. Teams should request pricing and confirm which deployment and integrations fit their setup.

Compared on portfolio management software

Asset coverage: bothwealthspectrum.com
Performance reporting: Yeswealthspectrum.com
Investor reporting: Yeswealthspectrum.com
Tax-lot accounting: Yeswealthspectrum.com
Multi-currency support: Yeswealthspectrum.com

Facts

Product: WealthSpectrum is an integrated wealth management platform covering front, middle, and back office operations.wealthspectrum.com · 30 Sept 2026
Accounting: Its portfolio accounting supports equities, mutual funds, ETFs, REITs, fixed income, and alternative assets.wealthspectrum.com · 30 Sept 2026
Performance: It calculates time-weighted (TWRR) and money-weighted (XIRR) returns and supports market, custom, and blended benchmarks.wealthspectrum.com · 30 Sept 2026
Trading: The platform provides order pooling, rebalancing, pre-trade compliance checks, and post-trade allocations.wealthspectrum.com · 30 Sept 2026
Reporting: It offers investor and client reporting, including structured investment summaries, performance reports, and tax statements.wealthspectrum.com · 30 Sept 2026
Integrations: The maker lists integrations for CRM, account onboarding, EMS, and WhatsApp reporting through APIs.wealthspectrum.com · 30 Sept 2026
Data connections: The platform describes broker and custodian connectivity, mutual fund platform interfaces, and data vendor feeds.wealthspectrum.com · 30 Sept 2026
Security: The maker states that WealthSpectrum is SOC 2 Type II compliant and lists three-tier architecture, SSO, MFA, and IP whitelisting.wealthspectrum.com · 30 Sept 2026
Deployment: The maker describes cloud-ready deployment options including on-premise, private cloud, and managed cloud.wealthspectrum.com · 30 Sept 2026
Intended users: The company identifies wealth managers and RIAs, investment managers, fund administrators and AIFs, and family offices as users it serves.wealthspectrum.com · 30 Sept 2026
Mobile access: The maker describes secure web and mobile apps for portfolio tracking, investment reporting, and updates.wealthspectrum.com · 30 Sept 2026
Privacy: The privacy policy says usage information may be collected and that the company does not share it with third parties except when legally required.wealthspectrum.com · 30 Sept 2026
Company tenure: Applied Software says it has partnered with investment managers, wealth managers, and custodians for over 20 years.wealthspectrum.com · 30 Sept 2026
Portfolio management: The platform supports client profiling, portfolio rebalancing, trade order management, monitoring, fees and billing, performance measurement, reporting, and analytics.wealthspectrum.com · 30 Sept 2026
Client portal: Its Client and RM Portal provides portfolio views, interactive charts, transaction history, and exportable reports.wealthspectrum.com · 30 Sept 2026
AI feature: The Client and RM Portal offers AI-driven client meeting notes and action items based on portfolio reviews and market views.wealthspectrum.com · 30 Sept 2026
Data connectivity: The platform describes broker and custodian connectivity, mutual fund platform interfaces, and data feeds for security attributes, classifications, historical pricing, and corporate actions.wealthspectrum.com · 30 Sept 2026
Company: WealthSpectrum is the flagship platform of Applied Software Pvt. Ltd.; the company says it has worked with investment managers, wealth managers, and custodians for over 20 years.wealthspectrum.com · 30 Sept 2026
Support and sales: The website invites visitors to schedule a demo or get in touch with the company.wealthspectrum.com · 30 Sept 2026