WealthERP

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.