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What is Wealth ERP?

  • 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.


  • 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.