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WealthERP - India's First On Demand Multi Asset Wealth Management Software For Advisor

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Description: WealthERP is a white labeled web based integrated wealth advisory and financial planning platform for Wealth Mangers and Financial Advisors. Allows Wealth Managers to manage RMs and customers from same platform. Provides 360° view of the clients’ financial health by covering all the assets, insurance & liabilities. Provides value add services to the customers like web logins, alerts and reminders, Consolidated Reports etc. Only Platform to integrate multi asset portfolio management, CRM and customer servicing modules and Financial planning. Wealth Management: Emerging Needs Indian Wealth Management industry is transforming from Product Centric Solutions to “Customer-Centric” Solutions. Need to provide “Holistic end-to-end” services to the investors. Financial Planning and Investment planning are the need of the hour. Process driven documented advice becoming e
Ampsys Consulting Pvt. Ltd. 
8041305249
Ampsys Consulting Pvt. Ltd.
Posted date :
2011-05-04
Company Name :
Ampsys Consulting Pvt. Ltd. 
City :
Bangalore
Contact Name :
Ampsys Consulting Pvt. Ltd.
Contact Number :
8041305249
Address :
No.12, 2nd Floor, RR Heights,1st Cross, N.S. Palya,Bannerghatta Road,
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