Financial Resource

WEALTHERP is an on-demand wealth management cum financial services platform for wealth advisors and financial planners and financial intermediaries.

The multi asset platform allows advisors to run their business including planning, managing and analyzing, monitoring and servicing investment needs of their customers across assets . It allow advisors a a 360 view of their client’s investment and savings portfolio.

WEALTHERP’s key differentiators are integrated investment management with a process driven ERP approach which comes loaded with knowledge based investment tools and financial planning models.
Web Based  integrated wealth management and financial services Platform for Financial advisors, distributors, banks, sub brokers, insurance agents, wealth advisors, and financial planners.

Provides 360° view of the clients’ investment portfolios by covering  all the assets through the life cycle of the investments.

Allows organizations to manage associates, branches, RMs and customers from same platform.

Has Built in connectors to the industry data

Feeds data from Comprehensive product masters

Uses Multi-Delivery channels

Provides built in Alerts and CRM features

Depicted below are the benefits for both the Independent Advisors as well as Institutions.

Independent advisors:

Single platform for managing

All assets
Clients
Internal teams

Seamlessly switch between products in changing economic cycles.

Complete control over client data.

Enhanced customer servicing
Retain advisor identity
Compete with bigger banks, brokers on level terms
Opportunity to acquire additional business from the clients.
Monitor performance of branches, RMs and lines of businesses.
Low TCO (Total cost of ownership)  less than comparable products
No IT headaches.
No upgrade pains.
Quicker roll out of releases and functionalities .
Affordable entry points. Pay as you use.
Scale on need basis
Integrating easy with legacy ERP applications
Institutions:

Single web based platform for managing

All assets
Clients
Franchisees and Branches
RMs and Branch Managers
Lines of Businesses

Process driven ERP approach to help organizations streamline their daily operations. Reduce time spent on daily repetitive non-value added work.

Easy Integration with existing back offices and ERP Applications.

Enhanced customer servicing with direct access to Customer Portfolio and rich multi asset statements.
Streamline retail distribution by having your teams and clients information in a single repository.
Generate additional revenue with industry differentiating add-on applications like financial planning, Portfolio Analytics, Customized Dashboards and Smart Alerts.

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