---
description: Learn more about WealthERP price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: WealthERP Pricing, Reviews & Features - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [WealthERP](/software/1074717/WealthERP)

# WealthERP

Canonical: https://www.capterra.co.nz/software/1074717/WealthERP

> Investment management software that helps financial advisors and portfolio managers with financial planning capabilities.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses WealthERP?

Designed for financial advisors and wealth managers, the investment planning software that offers a 360-degree view of client portfolios, enabling users to plan, transact and analyze mutual funds.

## 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

- Client Management
- Client Portal
- Financial Analysis
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Risk Management

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Investment Management Software](https://www.capterra.co.nz/directory/20010/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.co.nz/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Trade Ideas](https://www.capterra.co.nz/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
3. [Human Interest](https://www.capterra.co.nz/software/1013332/human-interest) — 4.0/5 (36 reviews)
4. [WOWS Investment Portal](https://www.capterra.co.nz/software/1051443/wows) — 4.7/5 (97 reviews)
5. [Investera Pro](https://www.capterra.co.nz/software/1018626/investera-pro) — 4.8/5 (6 reviews)

## Links

- [View on Capterra](https://www.capterra.co.nz/software/1074717/WealthERP)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10028138/WealthERP/> |
| en-AE | <https://www.capterra.ae/software/1074717/WealthERP> |
| en-AU | <https://www.capterra.com.au/software/1074717/WealthERP> |
| en-CA | <https://www.capterra.ca/software/1074717/WealthERP> |
| en-GB | <https://www.capterra.co.uk/software/1074717/WealthERP> |
| en-IE | <https://www.capterra.ie/software/1074717/WealthERP> |
| en-IL | <https://www.capterra.co.il/software/1074717/WealthERP> |
| en-IN | <https://www.capterra.in/software/1074717/WealthERP> |
| en-NZ | <https://www.capterra.co.nz/software/1074717/WealthERP> |
| en-SG | <https://www.capterra.com.sg/software/1074717/WealthERP> |
| en-ZA | <https://www.capterra.co.za/software/1074717/WealthERP> |

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