Features 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
Financial Tools
Manage your finances and track your expenses easily.
Food & Dining
Discover recipes and order food from your favorite restaurants.
Lightning Fast
Experience blazing fast performance with our optimized Android application.
See the WealthERP Investor in Action
Get the App Today
Available for Android 8.0 and above