For Enterprise
WealthBee P&L Analytics Platform
Improve efficiency, reduce costs and increase revenue with WealthBee.
File Upload
Web App
API
Platform Features
For enterprise users WealthBee is an embeddable P&L engine with APIs to help you track your portfolios or your clients accounts.
P&L Tracking
P&L is generated at an trade and position level, with the ability to disect data by position group, book or strategy.
Trade Journal
Any instrument can be imported into the platform, with the ability to add notes and tags.
Near Live Pricing
Pricing is near-real-time for stocks, options & futures. Including support for user pricing.
Embeddable Dashboard
A rich, dynamic dashboard that can be customised to your needs and embedded into your own platform.
Automated Reporting (AI)
Automated reporting with AI that can be scheduled to run at any time.
Secure & Reliable
Financial data is protected with industry-leading security measures, ensuring the privacy and integrity of your information.
Enterprise Use Cases
Advisories Automation
Use WealthBee's P&L engine to track portfolios and trades
Automatically generate P&L reports & analytics
Embed P&L analytics dashboard into your own website
Distribute newsletters with P&L reports and commentary to your clients
Speak to us today
Get in touch with us to learn more about how WealthBee can help you track your portfolios or your clients accounts.