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WealthERP is
available in 3 different solutions
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Advisor Solution
: Independent Advisor Module, Multi Asset
Customer Module, R&T uploads, Reports, Alerts. |
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Mid-Corporate Solution : Organization
module, Branch/Staff Module, Multi Asset Customer Module,
Uploads: MF, EQ, Standard, Reports, Alerts, FP (as premium
service) |
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Institutional Solution :
Multi Tenant, Multi Hierarchy, Organization module,
Branch/Staff Module, Multi Asset Customer Module, Uploads:
MF, EQ, Standard, Reports, Alerts, FP (as premium service) |
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Multiple Carriers links to the Internet.
n+n redundant environment for ultra reliable operations |
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