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
Secure & Private
Your data is protected with industry-leading security protocols.
24/7 Support
Our dedicated support team is always ready to help you.
Personalization
Customize the app to match your preferences and workflow.
See the WealthERP Investor in Action
Get the App Today
Available for Android 8.0 and above