WealthERP
Investment management software that helps financial advisors and portfolio managers with financial planning capabilities.
What is WealthERP?
WealthERP is an investment management software designed for financial advisors, planners, and distributors. The platform offers portfolio tracking, financial planning, back-office operations, and customizable reporting across asset classes. Key features include 360-degree portfolio views, performance reporting, and mobile access.
Screenshots
Categories
Features
Client Management
Client Portal
Investments Tracking
Mobile Access
Performance Metrics
Portfolio Management
FAQ
WealthERP belongs to the Investment Management category.
WealthERP offers features such as Client Management, Client Portal, Investments Tracking, Mobile Access, Performance Metrics, Portfolio Management.
No, WealthERP does not offer a free trial.
Need help choosing this software?
Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.
Pricing
Starting at:
₹15000/per year
Free Trial Available