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WealthERP Investor app for iPhone and iPad


4.8 ( 1568 ratings )
Finance
Developer: Ampsys Consulting Pvt Ltd
Free
Current version: 1.0, last update: 6 years ago
First release : 09 Jan 2018
App size: 50.03 Mb

Access a unified view of your investments portfolio and it’s performance. Get investment details, returns and check latest values.
WealthERP is a leading solution used by Wealth managers and distributors. To get a login please contact your adviser.
WealthERP Investor is currently available to the existing investor users.

Features:
- Unified view across investment portfolios
- Daily portfolio valuation
- Asset allocations
- Equity Stocks, Mutual Funds, PMS, Bonds
- Portfolio performance: Absolute, XIRR, point to point returns
- Capital gain. Actuals and expected.
- Family investments
- Document vault