iPhone iPad

What is it about?

Access a unified view of your investments portfolio and it’s performance. Get investment details, returns and check latest values.

App Details

Version

1.2

Rating

Size

51Mb

Genre

Finance

Last updated

November 12, 2018

Release date

January 8, 2018

More info

App Screenshots

App Store Description

Access a unified view of your investments portfolio and it’s performance. Get investment details, returns and check latest values.
WealthERP is a leading solution used by Wealth managers and distributors. To get a login please contact your adviser.
WealthERP Investor is currently available to the existing investor users.

Features:
- Unified view across investment portfolios
- Daily portfolio valuation
- Asset allocations
- Equity Stocks, Mutual Funds, PMS, Bonds
- Portfolio performance: Absolute, XIRR, point to point returns
- Capital gain. Actuals and expected.
- Family investments
- Document vault

Get it for FREE in the App Store

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.