---
description: Review of WealthERP Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: WealthERP | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [WealthERP](/software/526894/WealthERP)

# WealthERP

Canonical: https://www.softwareadvice.co.uk/software/526894/WealthERP

> WealthERP is a financial services platform that lets wealth advisors' access and manage financial products such as mutual funds, equities, bonds, loans, and more.

Key features include wealth management, portfolio tracking, customizable report generation, data analysis and performance tracking. The platform allows professionals to monitor investment performance by tracking portfolios with extended internal rate of return (XIRR) calculations. Advisors can generate customizable wealth reports to deliver insights to their clients.

WealthERP's back-office system assists financial planners in streamlining transactions, purchase and redemption across mutual funds. Mobile applications are also available for devices to access and share consolidated portfolio statements with advisors on a digital platform.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Ampsys Consulting

## Commercial Context

- **Starting Price**: ₹15,000.00
- **Pricing model**: Flat Rate
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: India, United States

## Features

- Accounting
- Activity Dashboard
- Alerts/Notifications
- Client Management
- Client Portal
- Customisable Reports
- Financial Analysis
- For Investment Advisors
- Investments Tracking
- Mobile Access
- Performance Metrics
- Portfolio Management
- Risk Management
- Visual Analytics

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.co.uk/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.softwareadvice.co.uk/software/240185/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.softwareadvice.co.uk/software/430406/wows-invest) — 4.7/5 (97 reviews)
4. [Avestor](https://www.softwareadvice.co.uk/software/523559/Avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.softwareadvice.co.uk/software/224233/dealcheck) — 4.8/5 (38 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/526894/WealthERP)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/526894-WealthERP/> |
| en-AU | <https://www.softwareadvice.com.au/software/526894/WealthERP> |
| en-GB | <https://www.softwareadvice.co.uk/software/526894/WealthERP> |
| en-IE | <https://www.softwareadvice.ie/software/526894/WealthERP> |
| en-NZ | <https://www.softwareadvice.co.nz/software/526894/WealthERP> |

-----

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