WealthERP is tailored for financial advisors, planners, family offices, distributors, and other financial professionals managing diverse investment portfolios. The software facilitates the administration of various asset classes, including mutual funds, equities, bonds, and loans, all through a unified platform. Key functionalities encompass portfolio monitoring, real-time performance metrics, compliance assistance, and the ability to generate customizable reports.

Accessible via both web and mobile platforms, WealthERP enables users to oversee investments and nurture client relationships effectively from any location. The starting price for WealthERP is INR 15,000, with costs varying based on additional features, the method of deployment, and the number of users. For more detailed inquiries about pricing and options, interested parties are encouraged to reach out to the product team.