lntroduction
WealthERP Introduction
WealthERP Introduction, Emerging Needs of Wealth Management
Software.
|
WealthERP Advisor Login
Advisor Login, Features for Advisors, Mail/SMS, Alerts,
Benefits to Advisors.
|
|
WealthERP Investor Login
Investor Login Features, Family Association, Reports,
Group/Individual Dashboards.
|
|
Hosting Infrastructure
WealthERP Security Measures, Hosting
Infrastructure, Daily basis data Backup.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IFA Functionality
WealthERP IFA Functionality, IFA
Dashboard, SMTP Setup, Advisor Logo, Data Upload.
|
Mid Corporate Org Func.
WealthERP Mid Corporate Org. Functionality, Setup Multi
Branches, Franchisees, Staff, Customers, BM Role.
|
|
Customer Functionality
WealthERP Customer Functionality, Family
and Individual Dashboard, Portfolio Dashboard, Manage Multi Portfolio
|
|
Mutual Fund Functionality
Mutual Fund Functionality, Add & View
Folio, Add Transaction, Setup SIP Calendar,MF Reports
|
|
Equity Functionality
View Net Position, Add & View Equity Accounts, Add & View Equity
Transactions.
|
Insurance Functionality
Life Insurance, General Insurance, Setup
Accounts & Nominees, Cross Link to Asset Insured.
|
|
Financial Planning Module
Financial Planning Module, Risk Profile
Questionnaire, Goal Profile Data Entry, Asset Allocation, Financial Planning
Reports
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
