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wealtherp portfolio

WealthERP

Brand : Ampsys Consulting Pvt Ltd

Starting Price:

₹ 15,000 excl. GST

₹ 17,700 incl. GST

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WealthERP Pricing & Plans

MF/Equity Tracker
  • Number Of Logins - 2
  • Number Of Clients - 500
  • Mutual Fund/Direct Equity/Bonds & FDs
  • Mutual Fund R&T Connectors
  • Dashboards/Customer profile/Email integration
    • Yearly

Calculated Price (Exclusive of all taxes)

15000
Multi Asset Tracker
  • Number Of Logins - 4
  • Number Of Clients - 1000
  • All Features of MF/Equity Tracker
  • Life Insurance/General Insurance
  • Govt. savings/Pension and Gratuities
    • Yearly

Calculated Price (Exclusive of all taxes)

25000
Wealth Manager
  • Number Of Logins - 8
  • Number Of Clients - 1500
  • All Features of Multi Asset Tracker
  • Risk Profile/Financial Planning/Calculators
  • Front Office (Order management)
    • Yearly

Calculated Price (Exclusive of all taxes)

35000
Enterprise
  • Number Of Logins - 100
  • Number Of Clients - 5000
  • All Features of Wealth Manager
  • Brokerage Payable/Receivable
  • Customized Themes
    • Yearly

Calculated Price (Exclusive of all taxes)

145000

WealthERP Features

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Portfolio Tracking

Offers a 360-degree view of client portfolios.

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Asset Allocation

Manages multiple asset classes like mutual funds, equities, bonds.

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Dashboards

Access intuitive dashboards for a comprehensive financial overview.

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Risk Management

Provides tools for assessing investment risks.

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Transaction Management

Streamlines mutual fund transactions.

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Multi Currency Support

Supports transactions in multiple currencies.

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Client Portal

Provides clients with secure access to their portfolios.

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Compliance Management

Ensures regulatory compliance.

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Reports

Produce detailed reports to keep clients informed about their investments.

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Financial Planning

Develop comprehensive financial plans tailored to client goals.

WealthERP Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Language:
  • Windows Android
  • Mobile
  • Web-Based
  • All Industries
  • All Businesses
  • Startups, Enterprises, SMEs, MSMEs
  • Email
  • English

WealthERP Reviews and Ratings

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Ampsys Consulting Pvt Ltd Company Details

Brand Name Ampsys Consulting Pvt Ltd
Information Ampsys offers software development and staffing services to clients globally. We also offer a cloud-based wealth management software WeathERP to the financial intermediaries in India. Ampsys has been in operation since 2006 with the launch of consulting and outsourcing advisory business.
Founded Year 2011
Director/Founders Ampsys
Company Size 1-100 Employees

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