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.