Products
WealthERP
WealthERP wealth management cum financial services platform for wealth advisors and financial planners and distributors. It is available both as is an on-demand and on premises. The platform covers multiple asset classes and allows advisors to plan, transact, manage and analyze investments across assets and have a 360 Degree view of their client’s investment portfolio.
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WealthERP key differentiators are integrated investment management with a process driven ERP approach.Solation is available to Distributors, Brokers, Banks, Boutique Wealth Companies, Independent Advisors (IFAs), Family Offices, and Funds Managers.
WealthERP Investor
The WealthERP Investor App is your portal to a comprehensive financial overview. Investors can securely log in to access a wealth of information, including real-time updates on their holdings in mutual funds, stocks, and various other assets. With the ability to generate customizable reports such as holding reports, capital gain reports, and transaction reports, this app empowers investors with the tools they need to make informed financial decisions. It's your one-stop destination for tracking and managing your investments with ease and precision.
Android App
The WealthERP Investor Android App puts financial control in your hands. Investors can securely log in to their accounts, gaining immediate access to a comprehensive overview of their holdings in mutual funds, stocks, and a range of other assets. This user-friendly app enables users to generate personalized reports, including holding reports, capital gain reports, and transaction reports, empowering them to make informed financial decisions on the go. With the WealthERP Investor Android App, managing and tracking your investments has never been more convenient and efficient.