WealthERP
WealthERP: Cloud-based wealth management software for financial advisors and portfolio management in India.
À propos de WealthERP
WealthERP is a cloud-based wealth management platform tailored for financial advisors, portfolio management services, family offices, RIAs, and wealth managers. It provides tools for portfolio tracking, financial planning, risk analysis, and client engagement, along with real-time insights and automated reporting. The platform supports compliance and regulatory requirements, helping financial professionals optimize portfolios and enhance client experiences. Schedule a demo to learn more.
Fonctionnalités clés
Portfolio Management
Track multiple asset classes, including mutual funds, equities, fixed income, and alternatives, in real time.
Financial Planning
Use goal-based investment planning, cash flow projections, and tax optimization tools to guide clients.
Risk Management
SEBI-compliant risk profiling, stress testing, and diversification insights to safeguard investments.
Client Engagement
Offer personalized dashboards, automated reports, and real-time performance updates for better client relationships.
Compliance & Regulatory Reporting
Built-in SEBI-compliant audit trails, transaction monitoring, and risk assessment for regulatory adherence.
Investment Research & Analytics
Access market insights, valuation models, and scenario-based analysis to make informed investment decisions.
Multi-Platform Accessibility
Available on web and mobile with seamless synchronization and API integrations for on-the-go access.
Data Security & Privacy
Protect sensitive data with bank-grade encryption, multi-factor authentication, and role-based access controls.
Tarifs
Page de tarifs complèteMF/Equity Tracker
1st Year ₹15,000+GST Annual Renewal @ ₹10,000+GST
- Back Office Web App
- Investor Web App
- Android Mobile App
- Number Of Logins - 2
- Number Of Clients - 500
Multi Asset Tracker
1st Year ₹25,000+GST Annual Renewal @ ₹15,000+GST
- Back Office Web App
- Investor Web App
- Android Mobile App
- Number Of Logins - 4
- Number Of Clients - 1000
Wealth Manager
1st Year ₹35,000+GST Annual Renewal @ ₹18,000+GST
- Back Office Web App
- Investor Web App
- Android Mobile App
- Number Of Logins - 8
- Number Of Clients - 1500
Enterprise
1st Year ₹1,45,000+GST Annual Renewal @ ₹65,000+GST
- Back Office Web App
- Investor Web App
- Android Mobile App
- Number Of Logins - 100
- Number Of Clients - 5000
FAQ
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