Customizable solution that allows firms to tweak their offerings
Data center an ISO 27001 certified and SAS 70 Audit (Type II) facility
Applications are audited as per the global standards of OWASP Level 3 Classes of Vulnerabilities.
WealthERP wealth management cum financial services platform for wealth advisors and financial planners and distributors. It is available both as is an on-demand and on premises. The platform covers multiple asset classes and allows advisors to plan, transact, manage and analyze investments across assets and have a 360 Degree view of their client’s investment portfolio.
WealthERP key differentiators are integrated investment management with a process driven ERP approach.Solation is available to Distributors, Brokers, Banks, Boutique Wealth Companies, Independent Advisors (IFAs), Family Offices, and Funds Managers.
• WealthERP is an Integrated solution, allowing firms to appropriately engage and monitor all the stake holders from research, client facing operation teams and the investors themselves to assist financial intermediaries with
Product Distribution
Advisory Business
Reporting and Analytics
• Integrated web based platform with access to all
RMs and Wealth Advisors.
Product distribution
Advisory
Customers
• Data mine customer database and identify cross sell opportunities. Increase share of wallet
• Constructor Model Portfolio. Same Models and assumptions accessible to team
• Empower sales team/advisors: Provide a ready process and templates on recommendation, portfolio analytics, and proprietary models.
• Enhanced customer servicing with direct access to Customer Portfolio and rich multi asset statements
• Process driven ERP approach to help organizations streamline their daily operations. Reduce time spent on daily repetitive non-value added work
• Easy Integration with existing back offices and ERP Applications
• Streamline distribution by having your teams and client’s information in a single repository
• Consolidate data across various product lines (MF, Equity, Insurance, FDs, Real Estate, Loans). Give a Holistic Picture to Customers
Back office Web App-Yes
Investor Web App-Yes
Android Mobile App-Yes
Ios Mobile App-No
Number of logins-2
Number of Clients-500
Subscription Fee
First year cost 15000+GST
Annual Renewal-10000+GST
Back office Web App-Yes
Investor Web App-Yes
Android Mobile App-Yes
Ios Mobile App-No
Number of logins-4
Number of Clients-1000
Subscription Fee
First year cost 25000+GST
Annual Renewal-15000+GST
Back office Web App-Yes
Investor Web App-Yes
Android Mobile App-Yes
Ios Mobile App-No
Number of logins-8
Number of Clients-1500
Subscription Fee
First year cost 35000+GST
Annual Renewal-18000+GST
Back office Web App-Yes
Investor Web App-Yes
Android Mobile App-Yes
Ios Mobile App-Yes
Number of logins-100
Number of Clients-5000
Subscription Fee
First year cost 145000+GST
Annual Renewal-65000+GST
Some of our clients.