WealthERP icon
WealthERP icon

WealthERP

A cloud-based wealth management platform that helps financial advisors and planners manage investments, track portfolios, and provide client insights with back-office support and a mobile app.

Android Application

Cost / License

  • Subscription
  • Proprietary

Platforms

  • Online
  • Android
  • Software as a Service (SaaS)
Login Page
Client Page
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Features

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WealthERP information

  • Developed by

    GB flagAmpsys Consulting Pvt Ltd

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription.

  • Alternatives

    0 alternatives listed

  • Badge

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  • Supported Languages

    • English
WealthERP was added to AlternativeTo by Kchethan on and this page was last updated .
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Official Links

AppStores & Other Links

Download from Google Play Store

What is WealthERP?

WealthERP is a cloud-based wealth management and financial services platform designed to assist wealth advisors, financial planners, and distributors in planning, transacting, managing, and analyzing investments across various asset classes. It offers a 360-degree view of client portfolios, customizable solutions, back-office support, and portfolio tracking with XIRR calculations. The platform also provides a mobile application for on-the-go financial management.