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Independent Advisor Solution
Features
Integrated Multi Asset Wealth tracker and Financial Planning
Your own Website with Email ids and Customer Logins
MF R&T and Equity Uploads
Reports/Alerts
SaaS based Shared Platform with 24/7 IT infrastructure
Meant for MF advisors, Insurance agents, CFPs
Implementation
SaaS:
For Independent advisors to subscribe to the Platform through WealthERP.com
Cloud / SaaS
Core modules
No Customization
Shared environment
Shared Infrastructure
Common Release Management
Minimum one release per Quarter
Basic Market data (Prices and Product Masters)
Features/ Functionality will be spec'd,
reviewed and approved by the WealthERP team
Customer Service Rep
No Environment Status Report
SLA to be provided on uptime, TAT, monitoring, maintenance,
back up and restore, critical issue handling.
IFA SOLUTION
Multiple Carriers links to the Internet.
n+n redundant environment for ultra reliable operations
Read more ...
