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

1.1

Rating

Size

50Mb

Genre

Finance

Last updated

November 29, 2018

Release date

January 9, 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

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