App comparison
Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
WealthERP
Cloud-based financial services platform for wealth advisors
Table of Contents
WealthERP - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
WealthERP overview
What is WealthERP?
WealthERP is a cloud-based wealth management and financial services platform designed to streamline investment as well as 360-degree portfolio management for financial advisors, planners, and distributors.
Administrators can utilize the platform to plan, transact, manage, and analyze investments across various asset classes. Advisors can leverage the platform's portfolio tracking capabilities and extended internal rate of return (XIRR) method to monitor performance of their clients' investments.
Agents can utilize back-office support functionality for transaction administration, data analysis, risk management, and performance tracking. Professionals can access and manage multiple asset types such as mutual funds, equities, bonds and more within a unified interface.
Key benefits of using WealthERP
• Provides 360-degree view of client portfolios with tools to plan, transact, manage, and analyze investments
• Offers mobile application to access portfolios and advisors to send digital portfolio statements anytime
Starting price
per year
Alternatives
with better value for money
WealthERP’s user interface
WealthERP reviews
Overall rating
No reviews
- Value for money
- Ease of use
- Features
- Customer support
5
4
3
2
1
0
0
0
0
0
WealthERP's features
WealthERP alternatives
WealthERP
Starting from
15000
Per year
Yardi Investment Manager
Starting from
No pricing info
Sharesight
Starting from
0
Morningstar Direct
Starting from
No pricing info
WealthERP pricing
Pricing plans
Pricing details:
User opinions about WealthERP price and value
Value for money rating:
WealthERP support options
Typical customers
Platforms supported
Support options
WealthERP FAQs
WealthERP has the following pricing plans:
Starting from: ₹15000.00/year
Pricing model: Subscription
These products have better value for money
Q. Who are the typical users of WealthERP?
WealthERP has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does WealthERP support?
WealthERP supports the following languages:
English
Q. Does WealthERP offer an API?
No, WealthERP does not have an API available.
Q. What level of support does WealthERP offer?
WealthERP offers the following support options:
Email/Help Desk, Phone Support