Wealth ERP - Wealth Management Software, Financial Planning, Cloud, Software, SaaS, Enterprise, Wealth Advisor, Banking, Distributor, Broker, CFP, IFA, on demand, SaaS, online, MF, equity, insurance, distributor, agents, Wealth Advisors, intermediaries, India

| | | |


	Features Solutions Services Pricing Environment Tour FaqsClients

What is WealthERP?

WEALTH ERP is an on-demand wealth management cum financial planning platform for wealth advisors and financial planners and distributors. The platform covers multiple asset classes and allows advisors to plan, manage and analyze investments across assets and have a 360º view of their client’s investment portfolio.

Individual Advisors

MF advisors, Insurance agents, CFPs
Fully integrated Multi Asset Wealth Tracker and Financial planning platform.
Get your own website with email ids and customer logins.
Multi Asset: MF, Equity, Insurance, FDs, Bonds, Real Estate, Gold, Personal Items, Loans.
Backoffice connectors: MF R&T, Equity, Standard Uploads.
Built in Reports/Alerts/MIS.
Cloud based Shared Platform with 24/7 IT infrastructure

Corporates

Banks, Brokers, National Distributors , Insurance Companies, AMCs
Organization level Wealth Management, Distribution and FP Platform
Manage Franchisee/Branch/Staff /Customer.
Multi Asset Customer Portfolio with Integrated Financial Planning.
Organization/Customer level Reports.
SaaS based Hosted/Dedicated Offering with 24/7 IT infrastructure.

A User Training Session was conducted on 19th November 2011 at the Ampsys premises.

Participation was very enthusiastic where Users learnt about the new features and also shared feedback.

Next Training Session is on 9th December 2011.

All our esteemed clients are invited.

CORPORATE SOLUTION

Take a tour of WealthERP features & functionalities......