About WealthERP

About company

WealthERP wealth management cum financial services platform for wealth advisors and financial planners and distributors. It is available both as is an on-demand and on premises. The platform covers multiple asset classes and allows advisors to plan, transact, manage and analyze investments across assets and have a 360 Degree view of their client’s investment portfolio. WealthERP key differentiators are integrated investment management with a process driven ERP approach.