WealthERP Investor

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