Services

• 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