Features

Centralize all client investments in a single platform

WealthERP is a cutting-edge wealth management SAS
product hosted in a state-of-the-art, ISO 27001 certified,
and SAS 70 Type II audited Level 3 Internet Data Center,
ensuring top-notch security and reliability. This platform
empowers clients to easily compare a variety of financial
products, streamlining their investment processes.

Key Features

Customizable Solutions Backoffice Support

Quick and Scalable Client Management

Centralize all client investments in a single platform

WealthERP is a cutting-edge wealth management SAS
product hosted in a state-of-the-art, ISO 27001 certified,
and SAS 70 Type II audited Level 3 Internet Data Center,
ensuring top-notch security and reliability. This platform
empowers clients to easily compare a variety of financial
products, streamlining their investment processes.

Key Features

Customizable Solutions Backoffice Support

Quick and Scalable Client Management

Our Accomplishments

₹75,000+ Cr.

AUM worth

35000+

Clients Served

400+

Advisors

100000+

Folios

Our accomplishments

₹75,000+ Cr.

AUM worth

35000+

Clients Served

400+

Advisors

100000+

Clients Served

Our Services

Multiple Asset Management

Access and manage all the asset types such as mutual funds, equities, bonds, loans, and other financial products from a single, user-friendly interface. It simplifies complex asset management tasks by providing effective performance analytics to help optimize returns . It also enables direct comparison across various financial products, simplifying investment decisions. You can track, analyse, and generate report in real time.

PortFolio Analysis

Revolutionize your portfolio management with our in-depth assessment of fund’s performance, and asset allocation, and offering a clear and accurate depiction of portfolio progression over time through the innovative concept of Portfolio NAV. The professional portfolio insights equips investors with critical information to make data-driven investment decisions and stay aligned with their financial goals.

Back Office Support

A well established back office system for ensuring smooth operations and efficient management of financial products by handling transactions, purchase and redemption of mutual funds. It offers insights and tools for making informed investment decisions and assist portfolio managers with data analysis, risk management, and performance tracking. By efficiently managing these critical tasks, it enhances client satisfaction.

Family Office Software

WealthERP, our comprehensive Family Office Software designed to streamline your financial management. With WealthERP, you can generate consolidated reports with precise investment calculations, ensuring clear and accurate insights. Our solution allows you to manage your portfolio and investment activities all in one place, simplifying your financial operations. Tailored to meet the complex reporting needs of single family offices, multi-family offices, and high net worth individuals, WealthERP can be customized to suit your unique requirements, making it your trusted partner for sophisticated financial management.

Our Services

Multiple Asset Management

Access and manage all the asset types such as mutual funds, equities, bonds, loans, and other financial products from a single, user-friendly interface. It simplifies complex asset management tasks by providing effective performance analytics to help optimize returns. It also enables direct comparison across various financial products, simplifying investment decisions. You can track, analyze, and generate reports in real-time.

PortFolio Analysis

Revolutionize your portfolio management with our in-depth assessment of fund’s performance, and asset allocation, and offering a clear and accurate depiction of portfolio progression over time through the innovative concept of Portfolio NAV. The professional portfolio insights equips investors with critical information to make data-driven investment decisions and stay aligned with their financial goals.

Back Office Support

A well established back office system for ensuring smooth operations and efficient management of financial products by handling transactions, purchase and redemption of mutual funds. It offers insights and tools for making informed investment decisions and assist portfolio managers with data analysis, risk management, and performance tracking. By efficiently managing these critical tasks, it enhances client satisfaction.

Third Party Product Distribution

This involves comprehensive management and tracking of various financial products through both online and offline channels such as mutual funds, CFD, etc. Order management information system provides detailed reports and insights on the orders processed ensure a seamless and transparent distribution of third-party financial products, enhancing efficiency and effectiveness in financial management and client servicing.

Frequently Asked Questions

"WealthERP provides a wide range of features tailored for efficient wealth management, including multiple asset management capabilities, portfolio management tools, goal tracking functionalities, comprehensive back-office support, customizable reporting options, and seamless third-party product distribution."

To integrate your existing investment accounts with WealthERP, our team will assist you in migrating your data. Our system supports multiple file uploads, database imports, and ensures smooth integration with WealthERP.

Yes, your financial data is secure on this app. We prioritize the security and privacy of our users' data by employing advanced encryption techniques and robust security measures. Our platform adheres to industry standards and best practices to ensure that your information is protected from unauthorized access and breaches. Regular security audits and updates are conducted to maintain the highest level of data security.

Yes, the platform supports multiple user access and permissions. We offer role-based logins, each with distinct permission levels.

We offer a setup guide, a help section, and instructional videos to assist you in getting started.

Frequently Asked Questions

"WealthERP provides a wide range of features tailored for efficient wealth management, including multiple asset management capabilities, portfolio management tools, goal tracking functionalities, comprehensive back-office support, customizable reporting options, and seamless third-party product distribution."

To integrate your existing investment accounts with WealthERP, our team will assist you in migrating your data. Our system supports multiple file uploads, database imports, and ensures smooth integration with WealthERP.

Yes, your financial data is secure on this app. We prioritize the security and privacy of our users' data by employing advanced encryption techniques and robust security measures. Our platform adheres to industry standards and best practices to ensure that your information is protected from unauthorized access and breaches. Regular security audits and updates are conducted to maintain the highest level of data security.

Yes, the platform supports multiple user access and permissions. We offer role-based logins, each with distinct permission levels.

We offer a setup guide, a help section, and instructional videos to assist you in getting started.

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Glimpse Of Our App