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
WealthERP Investor
