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WealthERP is a white labeled web based
integrated wealth advisory and financial planning platform for
Wealth Mangers and Financial Advisors. |
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Allows Wealth Managers to manage RMs
and customers from same platform. |
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Provides 360° view of the clients’ financial health by
covering all the assets, insurance & liabilities. |
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Provides value add services to the customers like web
logins, alerts and reminders, Consolidated Reports etc.
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Only Platform to integrate multi asset portfolio
management, CRM and customer servicing modules and
Financial
planning. |
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Wealth Management: Emerging Needs |
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Indian Wealth Management industry is transforming from Product Centric Solutions to “Customer-Centric” Solutions. |
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Need to provide “Holistic end-to-end” services to the investors. Financial Planning and Investment planning are the need of the hour. |
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Process driven documented advice becoming essential. |
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Platforms needed to minimize the operations, and technology pains. Allowing faster and accurate dissemination of information. |
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Technology needed to connect manufacturers, investors and intermediaries. |
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Single Multi asset statements are needed. |
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Product selection needs to be made easier. |
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Investors demanding accountability, transparency and easy access. |
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All assets 