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.
Website under renovation and improvement. Please contact us for any information,
we will be happy to assist you.
Contact Number: 080-4121-5025