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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
Last updated: March 2026
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.
WealthERP’s user interface
WealthERP reviews
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WealthERP's key features
Most critical features, based on insights from WealthERP users:
All WealthERP features
WealthERP alternatives
WealthERP
Starting from
15000
Per year
Morningstar Direct
Starting from
No pricing info
Human Interest
Starting from
80
Per month
WOWS Investment Portal
Starting from
249
Per month
WealthERP pricing
Pricing plans
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User opinions about WealthERP price and value
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WealthERP support options
Typical customers
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