WealthERP
Mutual fund & wealth management software
Listed in categories:
FintechInvestingAndroid
Description
WealthERP is a comprehensive wealth management and financial services platform designed for wealth advisors, financial planners, and distributors. It simplifies the planning, transaction, management, and analysis of investments across various asset classes, providing a 360-degree view of client portfolios.
How to use WealthERP?
Users can sign up for WealthERP, access the platform through a web interface or mobile app, and start managing their investments by adding client portfolios, generating reports, and tracking performance.
Core features of WealthERP:
1️⃣
360 Degree Wealth Management
2️⃣
Portfolio Tracking with XIRR
3️⃣
Customizable Report Generation
4️⃣
Unified Backoffice Operations
5️⃣
Mobile App for Financial Management
Why could be used WealthERP?
| # | Use case | Status | |
|---|---|---|---|
| # 1 | Wealth advisors managing client portfolios | ✅ | |
| # 2 | Financial planners creating investment strategies | ✅ | |
| # 3 | Distributors tracking and analyzing investments | ✅ | |
Who developed WealthERP?
WealthERP is developed by Ampsys Consulting Pvt Ltd, a company dedicated to providing innovative financial solutions and expert guidance to enhance wealth management practices.