# WealthERP Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about WealthERP Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/10028138/WealthERP --- # WealthERP Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 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? [Investment Management](https://www.capterra.com/investment-management-software/) 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.ampsys.in/&name=WealthERP) ## 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. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price ₹15000 Flat Rate, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.6 (251) Value For Money 0.0 (0) Value For Money 3.8 (241) Customer Service 0.0 (0) Customer Service 4.2 (247) ## WealthERP alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) [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/) Highest Rated [DealCheck](https://www.capterra.com/p/205089/DealCheck/) [4.8 (39)](https://www.capterra.com/p/205089/DealCheck/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/205089/DealCheck/) ## 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 small firms, mid-market practices, and larger advisory organizations in the financial services sector. It supports businesses that manage client portfolios, plan transactions, and analyze mutual funds. Features and Usability ### What are the key features of WealthERP? WealthERP offers accounting, client management, and client portal tools for advisor-client workflows, along with investments tracking, portfolio management, and risk management. It also includes customizable reports, financial analysis, performance metrics, visual analytics, alerts and notifications, a mobile access option, and an activity dashboard. Pricing ### How much does it cost and what fees or limitations are included? WealthERP starts at ₹15000 per year for the MF/Equity Tracker plan, which includes 2 logins, 500 clients, an Android mobile app, a back office web app, and an investor web app. Higher tiers are the Multi Asset Tracker at ₹25000, Wealth Manager at ₹35000, and Enterprise at ₹145000 annually. 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 about support is available, so user experience details such as response speed, helpfulness, or common frustrations cannot be confirmed from the catalog data. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Alter the layout and content of reports Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Used by financial advisors and money managers Monitor capital allocation and asset prices over time Access software remotely via mobile devices A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Interact with data visualization elements, such as charts and graphs, to drill down into data ## 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.