WealthERP

  WealthERP is a white labeled web based integrated wealth advisory and financial planning platform for Wealth Mangers and Financial Advisors. 
     
   Allows Wealth Managers to manage RMs and customers from same platform.
     
   Provides 360° view of the clients’ financial health by covering all the assets, insurance & liabilities.
     
   Provides value add services to the customers like web logins, alerts and reminders, Consolidated Reports etc. 
     
   Only Platform to integrate multi asset portfolio management, CRM and customer servicing modules and Financial planning.
     
     
    Wealth Management: Emerging Needs
     
   Indian Wealth Management industry is transforming from Product Centric Solutions to “Customer-Centric� Solutions.
     
   Need to provide “Holistic end-to-end� services to the investors. Financial Planning and Investment planning are the need of the hour.
     
   Process driven documented advice becoming essential.
     
   Platforms  needed to minimize the operations, and technology pains.  Allowing faster and accurate dissemination of information.
     
   Technology needed to connect manufacturers, investors and intermediaries.
     
   Single Multi asset statements are needed.
     
   Product selection needs to be made easier.
     
   Investors demanding accountability, transparency and easy access.