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SPECIFICTION
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WealthSpectrum

wealthspectrum.com

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Spec score 7.8 #40 of 81 in Portfolio Management Software

What it is

WealthSpectrum is an integrated wealth management platform for front-, middle-, and back-office operations. It supports portfolio accounting across equities, fixed income, mutual funds, ETFs, REITs, derivatives, structured products, and alternative assets, including private equity, real estate, and hedge funds. Portfolio tools cover client profiling, rebalancing, trade orders, monitoring, fees and billing, performance measurement, reporting, and analytics. It calculates time-weighted and money-weighted returns and supports market, custom, and blended benchmarks. Trading workflows include pooled orders, 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 provides portfolio views, charts, transaction histories, and exportable reports, along with AI-generated meeting notes and action items based on portfolio reviews and market views. Integrations and data connections include brokers, custodians, mutual fund platforms, data feeds, and APIs for CRM, onboarding, EMS, and WhatsApp reporting. Deployment options include on-premise, private cloud, and managed cloud. Pricing is on request.

Spec sheet

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

Strong points and limits

Strong points

  • Accounting covers traditional and alternative assets.
  • Calculates TWRR and XIRR returns.
  • Includes trading compliance checks and allocations.
  • Provides investor reports and tax statements.
  • Offers on-premise and cloud deployment options.

Limits

  • Pricing is available only on request.
  • Some integrations and data connections require setup.

Who it suits

It suits wealth managers, RIAs, investment managers, fund administrators, AIFs, and family offices needing portfolio operations and client reporting. Its web and mobile apps also provide portfolio tracking and investment updates.

Verdict

WealthSpectrum brings portfolio accounting, trading workflows, performance measurement, and client reporting into one platform. Its broad asset coverage and deployment options are useful considerations for organizations assessing a wealth management system.

Where Specifiction places it

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