WealthERP
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A cloud-based wealth management platform that helps financial advisors and planners manage investments, track portfolios, and provide client insights with back-office support and a mobile app.
Cost / License
- Subscription
- Proprietary
Platforms
- Online
- Android
- Software as a Service (SaaS)
WealthERP
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WealthERP information
Developed by
Ampsys Consulting Pvt Ltd Licensing
Proprietary and Commercial product.Pricing
Subscription that costs $0 per month.Alternatives
0 alternatives listedSupported Languages
- English
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What is WealthERP?
WealthERP is a cloud-based wealth management and financial services platform designed to assist wealth advisors, financial planners, and distributors in planning, transacting, managing, and analyzing investments across various asset classes. It offers a 360-degree view of client portfolios, customizable solutions, back-office support, and portfolio tracking with XIRR calculations. The platform also provides a mobile application for on-the-go financial management.
