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WealthERP

Brand : Ampsys Consulting Pvt Ltd

Starting Price:

₹ 15,000 excl. GST

₹ 17,700 incl. GST

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WealthERP enables financial professionals to plan, track, transact, and analyze investments across multiple asset classes from a single interface. ...Read more

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WealthERP Software Pricing, Features & Reviews

What is WealthERP?

WealthERP is an investment management software designed for financial advisors, planners, distributors, RIAs, PMS providers, and family offices.

It helps manage multiple asset classes like mutual funds, equities, bonds, and loans through a single interface. The software offers features such as portfolio tracking, real-time performance analysis, compliance support, and customizable reports.

With web and mobile access, professionals can manage investments and client relationships efficiently anytime, anywhere.

Why Choose WealthERP Software?

  • All-in-One Wealth Platform: Combines investment planning, portfolio tracking, and back-office operations in one unified system.
  • Supports Multiple Asset Classes: Handles mutual funds, equities, bonds, loans, and more from a single interface.
  • 360 degree Client Portfolio View: Offers a complete, real-time overview of each client's financial holdings.
  • Real-Time Portfolio Insights: Leverage XIRR and performance dashboards for accurate tracking and analysis.
  • Customizable Reporting: Easily generate tailored reports to suit individual client or firm needs.
  • Robust Back-Office Support: Simplifies transactions, redemptions, compliance, and risk management workflows.
  • Family Office Ready: Offers consolidated views, detailed reports, and precise wealth tracking for high-net-worth clients.
  • Secure, Compliant Infrastructure: Hosted on ISO 27001-certified, SAS 70 Type II data centers for top-tier data safety.
  • Strong Security Practices: Includes encryption, audit trails, and role-based access for high data integrity.
  • Mobile & Web Access: Fully accessible via both desktop and mobile apps for advisors and clients.

Benefits of WealthERP Software

  • Goal-Based Financial Planning: Supports financial goal tracking, cash-flow modeling, and tax optimization.
  • Integrated Risk Management: Includes risk profiling, portfolio diversification tools, and SEBI-compliant features.
  • Client Engagement Tools: Offers client portals, alerts, dashboards, and personalized reporting.
  • Seamless Third-Party Distribution: Manages product distribution across both online and offline channels with transparency.
  • Quick Data Migration: Supports bulk data imports via file uploads or database transfers.
  • Scalable Packages: Flexible subscription tiers from small advisors to enterprise installations tailored by logins and client capacity.
  • Used by Advisors & Institutions: Trusted by independent advisors, boutique wealth managers, banks, and family offices.
  • Transparency & Trust: Backed by real-world use and independent platform reviews.
  • Digital Investor Experience: Enables clients to view holdings, generate reports, and more via a dedicated investor app.
  • Streamlines Advisor Workflows: Empowers financial professionals to plan, transact, manage, and analyze investments more efficiently.

WealthERP Pricing

WealthERP price starts at INR 15,000 at techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

WealthERP Pricing & Plans

MF/Equity Tracker
  • Number Of Logins - 2
  • Number Of Clients - 500
  • Mutual Fund/Direct Equity/Bonds & FDs
  • Mutual Fund R&T Connectors
  • Dashboards/Customer profile/Email integration
    • Yearly

Calculated Price (Exclusive of all taxes)

15000
Multi Asset Tracker
  • Number Of Logins - 4
  • Number Of Clients - 1000
  • All Features of MF/Equity Tracker
  • Life Insurance/General Insurance
  • Govt. savings/Pension and Gratuities
    • Yearly

Calculated Price (Exclusive of all taxes)

25000
Wealth Manager
  • Number Of Logins - 8
  • Number Of Clients - 1500
  • All Features of Multi Asset Tracker
  • Risk Profile/Financial Planning/Calculators
  • Front Office (Order management)
    • Yearly

Calculated Price (Exclusive of all taxes)

35000
Enterprise
  • Number Of Logins - 100
  • Number Of Clients - 5000
  • All Features of Wealth Manager
  • Brokerage Payable/Receivable
  • Customized Themes
    • Yearly

Calculated Price (Exclusive of all taxes)

145000

WealthERP Features

  • icon_check Portfolio Tracking Offers a 360-degree view of client portfolios.
  • icon_check Asset Allocation Manages multiple asset classes like mutual funds, equities, bonds.
  • icon_check Dashboards Access intuitive dashboards for a comprehensive financial overview.
  • icon_check Risk Management Provides tools for assessing investment risks.
  • icon_check Transaction Management Streamlines mutual fund transactions.
  • icon_check Multi Currency Support Supports transactions in multiple currencies.
  • icon_check Client Portal Provides clients with secure access to their portfolios.
  • icon_check Compliance Management Ensures regulatory compliance.
  • icon_check Reports Produce detailed reports to keep clients informed about their investments.
  • icon_check Financial Planning Develop comprehensive financial plans tailored to client goals.

WealthERP Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Language:
  • Windows Android
  • Mobile
  • Web-Based
  • All Industries
  • All Businesses
  • Startups, Enterprises, SMEs, MSMEs
  • Email
  • English

WealthERP Reviews and Ratings

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Ampsys Consulting Pvt Ltd Company Details

Brand Name Ampsys Consulting Pvt Ltd
Information Ampsys offers software development and staffing services to clients globally. We also offer a cloud-based wealth management software WeathERP to the financial intermediaries in India. Ampsys has been in operation since 2006 with the launch of consulting and outsourcing advisory business.
Founded Year 2011
Director/Founders Ampsys
Company Size 1-100 Employees

WealthERP FAQ

A WealthERP pricing begins at INR 15,000 on techjockey.com.
A Yes, WealthERP offers an Android mobile app.
A WealthERP is cloud-based and works on Windows and Android.
A No, WealthERP does not provide a free trial.
A WealthERP enables advisors to plan, transact, manage, and analyze investments from one platform.
A WealthERP is used by wealth advisors, financial planners, distributors, RIAs, PMS providers, and family offices.
A Yes, WealthERP's free demo is available on request.
A No, WealthERP is paid software with subscription-based plans.

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