WealthSpectrum
WealthSpectrum is a wealth management platform for front-, middle-, and back-office operations.
What WealthSpectrum is
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.
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.
Watch out
- Pricing is available only on request.
- SOC 2 Type II compliance is stated by the maker.
Who it suits
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.
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.
The facts
Each one read from WealthSpectrum's own pages, with the date it was checked.
What it does
- Accounting
- Its portfolio accounting supports equities, mutual funds, ETFs, REITs, fixed income, and alternative assets.checked 30 Sep 2026
- AI feature
- The Client and RM Portal offers AI-driven client meeting notes and action items based on portfolio reviews and market views.checked 30 Sep 2026
- Asset coverage
- It supports assets including equities, fixed income, mutual funds, ETFs, REITs, derivatives, structured products, private equity and real estate funds, hedge funds, and third-party PMS products.checked 30 Sep 2026
- Client portal
- Its Client and RM Portal provides portfolio views, interactive charts, transaction history, and exportable reports.checked 30 Sep 2026
- Data connections
- The platform describes broker and custodian connectivity, mutual fund platform interfaces, and data vendor feeds.checked 30 Sep 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.checked 30 Sep 2026
- Deployment
- The maker describes cloud-ready deployment options including on-premise, private cloud, and managed cloud.checked 30 Sep 2026
- Integrations
- The maker lists integrations for CRM, account onboarding, EMS, and WhatsApp reporting through APIs.checked 30 Sep 2026
- Intended users
- The company identifies wealth managers and RIAs, investment managers, fund administrators and AIFs, and family offices as users it serves.checked 30 Sep 2026
- Mobile access
- The maker describes secure web and mobile apps for portfolio tracking, investment reporting, and updates.checked 30 Sep 2026
- Performance
- The platform calculates time-weighted returns (TWRR) and internal rates of return (XIRR), and supports market indices, custom benchmarks, and blended benchmarks.checked 30 Sep 2026
- Performance reporting
- Yeschecked 21 Sep 2026
- Portfolio management
- The platform supports client profiling, portfolio rebalancing, trade order management, monitoring, fees and billing, performance measurement, reporting, and analytics.checked 30 Sep 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.checked 30 Sep 2026
- Product
- WealthSpectrum is an integrated wealth management platform covering front, middle, and back office operations.checked 30 Sep 2026
- Reporting
- It offers investor and client reporting, including structured investment summaries, performance reports, and tax statements.checked 30 Sep 2026
- Security
- The maker states that WealthSpectrum is SOC 2 Type II compliant and lists three-tier architecture, SSO, MFA, and IP whitelisting.checked 30 Sep 2026
- Support and sales
- The website invites visitors to schedule a demo or get in touch with the company.checked 30 Sep 2026
- Trading
- The platform provides order pooling, rebalancing, pre-trade compliance checks, and post-trade allocations.checked 30 Sep 2026
The company
- 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.checked 30 Sep 2026
- Company tenure
- Applied Software says it has partnered with investment managers, wealth managers, and custodians for over 20 years.checked 30 Sep 2026
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