|
|
 |
| Pricing is based on different modules with features as below. Click the tab to see the features of each module. |
 |
| 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 |
- |
- |
- |
- |
| Limits |
|
|
|
|
| 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 |
|
|
|
|
| Prospecting |
 |
 |
 |
 |
| Needs analysis |
 |
 |
 |
 |
| Asset allocation |
 |
 |
 |
 |
| Goal planning |
 |
 |
 |
 |
| Monitoring |
 |
 |
 |
 |
| Proposal report |
 |
 |
 |
 |
| MF |
|
|
|
|
| R&T connectors |
 |
 |
 |
 |
| Reports |
 |
 |
 |
 |
| NAVs |
 |
 |
 |
 |
| Holdings/Realised Gain/Loss View |
 |
Summary Level |
 |
 |
| Product Masters |
 |
 |
 |
 |
| MIS |
 |
 |
 |
 |
| EQ |
|
|
|
|
| Standard connectors |
 |
 |
 |
 |
| Reports |
 |
 |
 |
 |
| Holdings/Realised Gain/Loss View |
 |
Summary Level |
 |
 |
| Product Masters |
 |
 |
 |
 |
| Daily Prices |
 |
 |
 |
 |
| Other Assets |
|
|
|
|
| Fixed Income, Govt Savings, Property, Gold, Pension and Gratuities, Cash n Savings, Collectibles |
 |
Summary Level |
 |
 |
| Liabilities |
 |
Summary Level |
 |
 |
| Life Insurance |
 |
Summary Level |
 |
 |
| General Insurance |
 |
Summary Level |
 |
 |
| Hierarchies |
|
|
|
|
| Admin |
 |
 |
 |
 |
| Ops |
 |
 |
 |
 |
| RM |
 |
 |
 |
 |
| BM |
 |
 |
 |
 |
| ZM |
 |
 |
 |
 |
| Research |
 |
 |
 |
 |
| Associates |
 |
 |
 |
 |
| Analytics |
|
|
|
|
| Factsheet based MF analytics |
 |
 |
 |
 |
| Portfolio Analytics |
 |
 |
 |
 |
| Performance dashboards |
 |
 |
 |
 |
| MF comparators |
 |
 |
 |
 |
| FP Standard Analytics |
 |
 |
 |
 |
| Security |
|
|
|
|
| 128 bit SSL |
 |
 |
 |
 |
| Data base encryptions |
 |
 |
 |
 |
| IP security |
 |
 |
 |
 |
| PStrong Password Policies |
 |
 |
 |
 |
| CRM |
|
|
|
|
| Email |
 |
 |
 |
 |
| SMS |
 |
 |
 |
 |
| Alerts |
 |
 |
 |
 |
| 24/7 Hosting Infrastructure |
|
|
|
|
| Storage |
 |
 |
 |
 |
| Backups |
 |
 |
 |
 |
| Bandwidth |
 |
 |
 |
 |
| White Label |
|
|
|
|
| Theme |
 |
 |
 |
 |
| Login From Website |
 |
 |
 |
 |
| Logo |
 |
 |
 |
 |
| Service Offering |
|
|
|
|
| Access to Customer Service Team |
 |
 |
 |
 |
| Daily Email support |
 |
 |
 |
 |
| Daily Phone support |
 |
 |
 |
 |
| Migration service |
Premium Service |
Premium Service |
Premium Service |
Premium Service |
| Document Vault |
Premium Service |
Premium Service |
Premium Service |
Premium Service |
|
|
 |
 |
 |
 |
| Take a tour of WealthERP features & functionalities...... |
 |
|
|
 |
 |
 |
Multiple Carriers links to the Internet.
n+n redundant environment for ultra reliable operations |
 |
|
|
 |
|
| |
|