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Wealtherp - India's First On Demand Multi Asset Wealth Management Software For Advisor
Web Based integrated wealth management and financial services Platform for Financial advisors, distributors, banks, sub brokers, insurance agents, wealth advisors, and financial planners. • Provides 360° view of the clients’ investment portfolios by covering all the assets through the life cycle of the investments. • Allows organizations to manage associates, branches, RMs and customers from same platform. • Has Built in connectors to the industry data • Feeds data from Comprehensive product masters • Uses Multi-Delivery channels • Provides built in Alerts and CRM features Solutions are provided through SaaS with various licensed model as below SaaS (Software as a Service) • Advisors can use it as a service on a subscription basis • WealthERP application hosted and managed on a secured dedicated Data Center • Meant for small to mid-sized advisors Managed Hosting • Meant for medium to large distributors and organizations • Organization obtains license and pays for AMC • Can be implemented in few weeks • Hosting/management in our data center • SLAs to be provided License • Meant for large financial intermediaries, brokers, banks, distributors and organizations • WERP will be integrated and hosted in the organization’s IT environment • Organization obtains license and pays for AMC • Further customization on request • Can be implemented in few weeks • Integration can be done Article Directory: http://www.articledashboard.com www.wealtherp.com |
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