WealthLens consolidates net worth, performance, and allocation across mutual funds, equities, insurance, loans, and alternative investments into one reconciled view, ready to hand to any client, any time.
Every module below draws from the same underlying reconciliation, nothing is calculated twice, nothing drifts out of sync.
Consolidated across every custodian and entity.
Live breakdown across every asset class held.
Time-weighted returns, benchmarked and tracked.
Money-weighted returns across irregular cash flows.
Inflows and outflows tracked across every account.
Policy values folded into the net worth picture.
Liabilities netted against assets for a true position.
AIF and PMS holdings reconciled alongside the rest.
Folio-level detail matched against RTA statements.
Broker holdings consolidated across every demat account.
We'll walk through a live consolidation using a sample of your actual holdings.
