Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Wealth managers dedicate a considerable amount of their time engaging with the asset management sector, often reporting that a large portion of this time is consumed by handling calls that are unqualified, misplaced, or irrelevant. To address this challenge, an innovative solution has emerged that effectively narrows the information gap, enabling asset managers to quickly identify the right individuals to connect with, the appropriate timing, and the relevant topics of discussion, which in turn allows wealth managers to focus on matters that truly matter to them. Fundpath has publicly committed to achieving carbon neutrality in line with PAS 2060 standards, and in addition, the organization aims to promote more efficient practices while minimizing wasteful ones, contributing to a reduction in the industry's indirect carbon emissions. This proactive approach not only enhances operational efficiency but also aligns with the growing demand for sustainability in financial services.

Description

WealthERP is an integrated wealth management platform that allows financial advisors, institutions, and investment firms to manage multiple assets efficiently. It provides seamless portfolio tracking, financial analysis, and investment planning to help professionals make data-driven decision. WealthERP's intuitive dashboards, client-management tools, and reporting features simplify wealth management, improve efficiency, and ensure compliance with financial regulations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fundpath

Founded

2021

Country

United Kingdom

Website

www.fundpath.co.uk

Vendor Details

Company Name

Ampsys Consulting Pvt Ltd.

Website

www.wealtherp.net

Product Features

Product Features

Alternatives

Alternatives

Summit Reviews

Summit

Summit Wealth Systems
Advent Genesis Reviews

Advent Genesis

SS&C Advent
FamilyWealthGuru Reviews

FamilyWealthGuru

FACT Software Group