---
description: Learn how WealthERP can help your business. GetApp provides users in Ireland with the most detailed information on software tools, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: WealthERP Price, Reviews & Ratings | GetApp Ireland 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [WealthERP](/software/2080600/wealtherp)

# WealthERP

Canonical: https://www.getapp.ie/software/2080600/wealtherp

> WealthERP is a cloud-based wealth management and financial services platform designed to streamline investment as well as 360-degree portfolio management for financial advisors, planners, and distributors.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Key benefits of WealthERP

• Access and manage multiple asset types including mutual funds, equities, bonds on a unified interface

• Provides 360-degree view of client portfolios with tools to plan, transact, manage, and analyze investments

• Offers mobile application to access portfolios and advisors to send digital portfolio statements anytime

## About the vendor

- **Company**: Ampsys Consulting

## Commercial Context

- **Starting Price**: ₹15,000.00
- **Pricing model**: Flat Rate
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: India, United States

## Features

- Accounting
- Activity Dashboard
- Alerts/Notifications
- Client Management
- Client Portal
- Customisable Reports
- Financial Analysis
- For Investment Advisors
- Investments Tracking
- Mobile Access
- Performance Metrics
- Portfolio Management
- Risk Management
- Visual Analytics

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Investment Management Software](https://www.getapp.ie/directory/17/investment-portfolio-management/software)

## Alternatives

1. [Morningstar Direct](https://www.getapp.ie/software/2080459/morningstar-direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.getapp.ie/software/2047632/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.getapp.ie/software/2068610/wows) — 4.7/5 (97 reviews)
4. [Avestor](https://www.getapp.ie/software/2078775/avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.getapp.ie/software/2047952/dealcheck) — 4.8/5 (38 reviews)

## Links

- [View on GetApp](https://www.getapp.ie/software/2080600/wealtherp)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/wealtherp/> |
| en-AE | <https://www.getapp.ae/software/2080600/wealtherp> |
| en-AU | <https://www.getapp.com.au/software/2080600/wealtherp> |
| en-CA | <https://www.getapp.ca/software/2080600/wealtherp> |
| en-GB | <https://www.getapp.co.uk/software/2080600/wealtherp> |
| en-IE | <https://www.getapp.ie/software/2080600/wealtherp> |
| en-NZ | <https://www.getapp.co.nz/software/2080600/wealtherp> |
| en-SG | <https://www.getapp.sg/software/2080600/wealtherp> |
| en-ZA | <https://www.getapp.za.com/software/2080600/wealtherp> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp Ireland","address":{"@type":"PostalAddress","addressLocality":"Dublin","addressRegion":"D","postalCode":"D02 NP94","streetAddress":"2 Park Place, 3rd Floor, Hatch St Dublin, D02 NP94 Ireland"},"description":"Review, Compare and Evaluate small business software. GetApp Ireland has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.ie","url":"https://www.getapp.ie/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.ie/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.linkedin.com/company/getapp-com-a-gartner-company/","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"WealthERP","description":"WealthERP is a cloud-based wealth management and financial services platform designed to streamline investment as well as 360-degree portfolio management for financial advisors, planners, and distributors.\n\nAdministrators can utilize the platform to plan, transact, manage, and analyze investments across various asset classes. Advisors can leverage the platform's portfolio tracking capabilities and extended internal rate of return (XIRR) method to monitor performance of their clients' investments.\n\nAgents can utilize back-office support functionality for transaction administration, data analysis, risk management, and performance tracking. Professionals can access and manage multiple asset types such as mutual funds, equities, bonds and more within a unified interface.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/e374b060-9065-4151-b3ab-e9371977bbf7.png","url":"https://www.getapp.ie/software/2080600/wealtherp","@id":"https://www.getapp.ie/software/2080600/wealtherp#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.ie/#organization"},"applicationCategory":"BusinessApplication","offers":{"price":"15000","@type":"Offer","priceCurrency":"INR"},"operatingSystem":"Cloud"},{"@id":"https://www.getapp.ie/software/2080600/wealtherp#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/17/investment-portfolio-management/software","@type":"ListItem"},{"name":"WealthERP","position":3,"item":"/software/2080600/wealtherp","@type":"ListItem"}]}]}
</script>