Wealth Management
Finance Services
Mutual Fund
Fixed Deposit
Wealth Management
Wealth Management using WealthERP

WealthERP is an end-to-end web-based wealth management cum financial planning platform for wealth advisors and financial planners which covers multiple asset classes. WERP allows advisors to plan, transact, manage and analyze investment across assets and have a 360 view of their client’s investment portfolio.
WERP’s key differentiators are integrated investment management with a process driven ERP approach which comes loaded with knowledge based investment tools and financial planning models

WealthERP’s Features

Profile: Comprehensive User profiling, Customer and Family Associations
Multi-Asset: Equities, MF, Insurance, PMS, Property Govt. Savings, Fixed income, Pension & Gratuity, Loans
Alerts/Reminders: SIPs, Stop loss, profit booking, portfolio returns, insurance premium due, Fixed Income Maturity, Anniversary, Birthday reminders
Reports: Consolidated Portfolio, Asset-wise, Returns, Gain/Loss
Customer Portfolio: All Asset Classes, DashBoard View, Holding and Transactions, Automated Portfolio Updation, Portfolio Statements
Multi-Portfolio: Can manage more than one Portfolio
Family Accounts: Manage accounts of all the Family members
Financial Planning: Comes intergated with Financial planning and CRM features

WealthERP’s Benefits
  • End to End integrated with full functionalities
  • Technology based services at very low cost
  • Offer superior process driven financial planning, asset allocation & portfolio creation services
  • Integrated portal across all asset classes / products
  • Customised web based dashboards
  • Customer can view all his assets and liabilities from one place
  • Can track income/expense to keep a watch on his financial health
  • Can have multi-portfolios/Multi Fund Managers
  • Alerts/Reminders help to make timely decisions
  • Can have consolidated reports on his investments and liabilities
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