WealthERP 2026: Benefits, Features & Pricing

WealthERP is a financial services platform that lets wealth advisors' access and manage financial products such as mutual funds, equities, bonds, loans, and more.

Key features include wealth management, portfolio tracking, customizable report generation, data analysis and performance tracking. The platform allows professionals to monitor investment performance by tracking portfolios with extended internal rate of return (XIRR) calculations. Advisors can generate customizable wealth reports to deliver insights to their clients.

WealthERP's back-office system assists financial planners in streamlining transactions, purchase and redemption across mutual funds. Mobile applications are also available for devices to access and share consolidated portfolio statements with advisors on a digital platform.