Latest Updates


  • WealthERP Advisor Login

    Advisor Login, Features for Advisors, Mail/SMS, Alerts, Benefits to Advisors.

  • WealthERP Investor Login

    Investor Login Features, Family Association, Reports, Group/Individual Dashboards.

  • Hosting Infrastructure

    WealthERP Security Measures, Hosting Infrastructure, Daily basis data Backup.

Product Walkthrough

  • IFA Functionality

    WealthERP IFA Functionality, IFA Dashboard, SMTP Setup, Advisor Logo, Data Upload.

  • Mid Corporate Org Func.

    WealthERP Mid Corporate Org. Functionality, Setup Multi Branches, Franchisees, Staff, Customers, BM Role.

  • Customer Functionality

    WealthERP Customer Functionality, Family and Individual Dashboard, Portfolio Dashboard, Manage Multi Portfolio

  • Mutual Fund Functionality

    Mutual Fund Functionality, Add & View Folio, Add Transaction, Setup SIP Calendar,MF Reports

  • Equity Functionality

    View Net Position, Add & View Equity Accounts, Add & View Equity Transactions.

  • Insurance Functionality

    Life Insurance, General Insurance, Setup Accounts & Nominees, Cross Link to Asset Insured.

  • Financial Planning Module

    Financial Planning Module, Risk Profile Questionnaire, Goal Profile Data Entry, Asset Allocation, Financial Planning Reports