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| Pricing is based on different modules with features as below. Click the tab to see the features of each module. |
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| Price (per month) |
Multi asset Tracker |
Financial Planner |
Integrated Package |
Enterprise package |
| Per Staff user id |
600 |
600 |
1000 |
Request for Pricing |
| Per Staff user id |
6 |
6 |
8 |
- |
| Per Staff user id |
7,200 |
7,200 |
12,000 |
Request for Pricing |
| 1. Staff is a member from the organisation. It could be IFA, Ops, RM, Associate, etc |
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- |
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| Limits |
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| number of customers that can be managed |
no limit |
no limit |
no limit |
no limit |
| Storage limit |
waived |
waived |
waived |
waived |
| Data transfer |
no limit |
no limit |
no limit |
no limit |
| Number of emails |
no limit |
no limit |
no limit |
no limit |
| Financial Planning |
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| Prospecting |
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| Needs analysis |
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| Asset allocation |
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| Goal planning |
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| Monitoring |
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| Proposal report |
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| MF |
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| R&T connectors |
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| Reports |
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| NAVs |
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| Holdings/Realised Gain/Loss View |
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Summary Level |
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| Product Masters |
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| MIS |
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| EQ |
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| Standard connectors |
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| Reports |
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| Holdings/Realised Gain/Loss View |
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Summary Level |
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| Product Masters |
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| Daily Prices |
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| Other Assets |
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| Fixed Income, Govt Savings, Property, Gold, Pension and Gratuities, Cash n Savings, Collectibles |
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Summary Level |
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| Liabilities |
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Summary Level |
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| Life Insurance |
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Summary Level |
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| General Insurance |
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Summary Level |
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| Hierarchies |
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| Admin |
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| Ops |
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| RM |
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| BM |
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| ZM |
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| Research |
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| Associates |
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| Analytics |
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| Factsheet based MF analytics |
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| Portfolio Analytics |
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| Performance dashboards |
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| MF comparators |
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| FP Standard Analytics |
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| Security |
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| 128 bit SSL |
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| Data base encryptions |
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| IP security |
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| PStrong Password Policies |
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| CRM |
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| Email |
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| SMS |
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| Alerts |
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| 24/7 Hosting Infrastructure |
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| Storage |
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| Backups |
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| Bandwidth |
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| White Label |
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| Theme |
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| Login From Website |
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| Logo |
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| Service Offering |
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| Access to Customer Service Team |
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| Daily Email support |
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| Daily Phone support |
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| Migration service |
Premium Service |
Premium Service |
Premium Service |
Premium Service |
| Document Vault |
Premium Service |
Premium Service |
Premium Service |
Premium Service |
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| Take a tour of WealthERP features & functionalities...... |
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Multiple Carriers links to the Internet.
n+n redundant environment for ultra reliable operations |
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