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WealthERP -On Demand Wealth Management Software in India

WealthERP is an on-demand wealth management cum financial services platform/Software for wealth advisors and financial planners and financial intermediaries.

Manufacturer - Ampsys Consulting Pvt. Ltd
Model # - werp
Submitted By - Ampsys Consulting Pvt. Ltd (Developer, Manufacturer)
Country - India
Category - Financial : Wealth Management

Contact   |   Link To Product   |   More Products By This Company

Specifications

Contact Us :   080-41305249
Online Demo :   www.wealtherp.com
Email :   wealtherp@ampsys.in
Location :   Bangalore
Country :   India

Details

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.

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