WealthERP
WEALTHERP is an on-demand wealth management cum financial services platform for wealth advisors and financial planners and financial intermediaries.
The multi asset platform allows advisors to run their business including planning, managing and analyzing, monitoring and servicing investment needs of their customers across assets . It allow advisors a a 360 view of their client’s investment and savings portfolio.
WEALTHERP’s key differentiators are integrated investment management with a process driven ERP approach which comes loaded with knowledge based investment tools and financial planning models.
Web Based integrated wealth management and financial services Platform for Financial advisors, distributors, banks, sub brokers, insurance agents, wealth advisors, and financial planners.
• Provides 360° view of the clients’ investment portfolios by covering all the assets through the life cycle of the investments.
• Allows organizations to manage associates, branches, RMs and customers from same platform.
• Has Built in connectors to the industry data
• Feeds data from Comprehensive product masters
• Uses Multi-Delivery channels
• Provides built in Alerts and CRM features
Solutions are provided through SaaS with various licensed model as below
SaaS (Software as a Service)
• Advisors can use it as a service on a subscription basis
• WealthERP application hosted and managed on a secured dedicated Data Center
• Meant for small to mid-sized advisors
Managed Hosting
• Meant for medium to large distributors and organizations
• Organization obtains license and pays for AMC
• Can be implemented in few weeks
• Hosting/
• SLAs to be provided
License
• Meant for large financial intermediaries, brokers, banks, distributors and organizations
• WERP will be integrated and hosted in the organization’
• Organization obtains license and pays for AMC
• Further customization on request
• Can be implemented in few weeks
• Integration can be done
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