WealthSpectrum

Family offices managing assets across multiple banks, brokers, and entity structures often lack a single source of truth. WealthSpectrum, the flagship platform of Applied Software Pvt. Ltd., was built specifically to close that gap. Founded over 20 years ago and funded entirely by its promoters' capital with no outside investors, the company has oriented its roadmap around long-term client needs rather than growth mandates.

For family office operations teams, the platform covers the full front-to-back workflow without requiring separate point solutions:

• Portfolio accounting across equities, mutual funds, ETFs, REITs, fixed income, alternatives, and managed products
• TWRR and XIRR performance measurement with granular drilldowns by asset class, security type, and product class
• Investment policy statement compliance monitoring and automated rebalancing recommendations
• Consolidated multi-account reporting with look-through analysis into funds and SPVs
• Tax-lot tracking with automated capital gains calculations and short-to-long-term transition tracking
• Data ingestion from mutual fund CAS statements, PDF brokerage statements, and API-connected custodians

The platform supports deployment on-premise, private cloud, or managed cloud, and is SOC 2 Type II compliant with SSO, MFA, and IP whitelisting. Over $300 billion in assets sits on the platform across 250-plus investment managers, with clients including HDFC Bank, ICICI, LGT, and Avendus. Forbes has featured WealthSpectrum in its family office software roundup four years running. The platform is primarily oriented toward the Indian market, and family offices with global-first or non-India-centric operations should confirm that market coverage and data vendor integrations match their requirements. Pricing is not disclosed publicly.

• Portfolio accounting across multi-asset family office holdings
• Performance measurement and benchmarking against market indices
• Consolidated reporting across multiple accounts, banks, and entities
• Investment policy compliance monitoring and rebalancing
• Tax-lot tracking and capital gains calculation
• Data ingestion from custodians, brokers, and mutual fund platforms

• TWRR and XIRR return calculations with multi-period cash-flow adjustments
• Tax-lot tracking with automated realized and unrealized gains computation
• Investment policy statement compliance monitoring with continuous portfolio drift alerts
• Custom-branded client and RM portals
• Automated corporate actions processing across equity, fixed income, and alternatives
• Look-through analysis into funds and SPVs for consolidated family reporting
• Mutual fund CAS statement and PDF statement ingestion
• Scheduled and on-demand report generation with custom templates
• Multi-account consolidation with family relationship grouping and KYC capture
• API integrations with CRM, client onboarding systems, and trade execution platforms

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Finance / Accounting Teams, Advisors / Wealth Advisors (RIA), Fund Managers.