WealthERP

WealthERP: Cloud-based wealth management software for financial advisors and portfolio management in India.

About 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.

Key features

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.

Pricing

Full pricing page

Free trial

MF/Equity Tracker

₹15,000 per year

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

₹25,000 per year

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

₹35,000 per year

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

₹145,000 per year

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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Badges

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Pricing summary

Model