--- title: "WealthERP Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about WealthERP Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/10028138/WealthERP/" page_type: "product" language: "en" --- # WealthERP Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) WealthERP ## What is WealthERP? WealthERP is an investment management software designed for financial advisors, planners, and distributors. The platform offers portfolio tracking, financial planning, back-office operations, and customizable reporting across asset classes. Key features include 360-degree portfolio views, performance reporting, and mobile access. ## What is WealthERP used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price ₹15000 Flat Rate, Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for WealthERP?[Manage this product listing](https://www.g2.com/products/wealtherp/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### WealthERP 0.0 VS. [4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/) Starting Price ₹15000 Flat Rate, Per Year Starting Price $24000 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (278) Value For Money 0.0 (0) Value For Money 4.1 (266) Customer Service 0.0 (0) Customer Service 4.5 (273) ## WealthERP alternatives [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 33% of reviewers rated it above 4 stars [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10011153/WOWS/) ## FAQs about WealthERP Overview ### What company size and specific industries is WealthERP built for? WealthERP is designed for financial advisors and wealth managers, making it a fit for firms in the financial services and wealth management sectors. It suits small to mid-sized advisory practices as well as larger teams that need to plan, transact, and analyze mutual fund portfolios from a single view. Features and Usability ### What are the key features of WealthERP? WealthERP offers accounting, client management, and portfolio management for investment advisors, along with investments tracking and risk management. It also includes a client portal, activity dashboard, alerts and notifications, customizable reports, financial analysis, performance metrics, visual analytics, and mobile access. Pricing ### How much does it cost and what fees or limitations are included? WealthERP starts at ₹15,000 per year for the MF/Equity Tracker plan, which includes 2 logins and 500 clients. Other flat-rate plans are the Multi Asset Tracker at ₹25,000, Wealth Manager at ₹35,000, and Enterprise at ₹145,000 yearly, with higher client and login limits. Getting Started and Support ### What customer support options does WealthERP offer? WealthERP provides email/help desk and phone support for customer assistance. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations, so support experience cannot be assessed from user sentiment in this catalog data. ## Features AI summary Based on 877 Hedge Fund reviews Not all Investment Management products cover every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) WealthERP supports **Performance Metrics** and **Investments Tracking**, so firms can monitor returns and keep close watch over asset activity in one system. However, it does not include **Reporting/Analytics**. Instead, it offers **Portfolio Management** (**40%**), which gives teams another way to organize holdings and oversee investment strategy. Together, these features help businesses track portfolio performance, maintain visibility into investments, and make more informed decisions over time. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Customizable Reports Alter the layout and content of reports WealthERP 14 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Customizable Reports: Alter the layout and content of reports - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - For Investment Advisors: Used by financial advisors and money managers - Investments Tracking: Monitor capital allocation and asset prices over time - Mobile Access: Access software remotely via mobile devices - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- ## Pricing [View pricing plan details](https://www.capterra.com/p/10028138/WealthERP/pricing/) MF/Equity Tracker ₹15,000 Flat Rate,Per Year It includes: - Back office web application - Investor web application - Android mobile application - 2 Logins - 500 clients Multi Asset Tracker ₹25,000 Flat Rate,Per Year It includes: - 4 Logins - 1000 Clients Wealth Manager ₹35,000 Flat Rate,Per Year It includes: - 8 Logins - 1500 Clients Enterprise ₹145,000 Flat Rate,Per Year It includes: - 100 Logins - 5000 Clients ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.