OpenSolution

OpenSolution

Openfinance
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
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About

OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions.

About

WealthERP is a comprehensive wealth management platform designed for financial advisors, investment firms, and institutions to efficiently manage multi-asset portfolios. It offers seamless portfolio tracking, financial planning, and investment analysis, helping professionals make data-driven decisions. With intuitive dashboards, client management tools, and reporting capabilities, WealthERP simplifies wealth management, enhances efficiency, and ensures compliance with financial regulations.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Wealth management firms, financial advisors, investment fund managers, and financial institutions looking for a customizable, no-code solution to automate portfolio management, ensure compliance, and enhance client service

Audience

Financial Advisors & Wealth Managers, Investment Firms & Portfolio Managers, Banks & Financial Institutions, HNWIs (High-Net-Worth Individuals), Family Offices

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Openfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/

Company Information

Ampsys Consulting Pvt Ltd.
www.wealtherp.net

Alternatives

MoneyWare

MoneyWare

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Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Tower

Tower

TechRules
BITA Risk

BITA Risk

corfinancial
M2Advisor

M2Advisor

M2Wealth
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.

Categories

Wealth Management Supported

Categories

Family Office Supported
Wealth Management Supported

Integrations

Vertalo Supported

Integrations

Vertalo Not Supported
Claim OpenSolution and update features and information
Claim OpenSolution and update features and information
Claim WealthERP and update features and information
Claim WealthERP and update features and information