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Description
Boost client engagement by collaborating with their family and professional connections while ensuring top-tier security measures are in place. A prominent fintech consulting firm based in New York City has recognized us as the "clear choice" for organizational needs, highlighting our focus on estate planning and a seamless user experience. Ineffective document management systems can severely hinder client interactions, making it essential to engage clients in a proactive manner. By receiving timely notifications about client activities, you can anticipate their needs before they even make a request. Currently, staff members often resort to collaborating outside established portals, utilizing emails and cloud drive links, which can lead to inefficiencies. This approach can consume countless hours that could be better spent on productive tasks. Our solution offers real-time synchronization with your current cloud storage, significantly minimizing administrative burdens. By avoiding the sending of emails with attachments or links, we also mitigate compliance and security risks. The intuitive, user-friendly interface we provide helps to lessen client inquiries, while existing portals often restrict collaboration to only the primary client contact. Our platform allows for straightforward teamwork with external parties, and controlled access ensures that only the appropriate contacts can view sensitive information, thereby enhancing overall security and cooperation. This comprehensive approach not only streamlines processes but also fosters a more engaged client relationship.
Description
WealthERP is an integrated wealth management platform that allows financial advisors, institutions, and investment firms to manage multiple assets efficiently. It provides seamless portfolio tracking, financial analysis, and investment planning to help professionals make data-driven decision.
WealthERP's intuitive dashboards, client-management tools, and reporting features simplify wealth management, improve efficiency, and ensure compliance with financial regulations.
API Access
Has API
Yes
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SideDrawer
Founded
2018
Country
Canada
Website
sidedrawer.com/professionals.html
Vendor Details
Company Name
Ampsys Consulting Pvt Ltd.
Website
www.wealtherp.net
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
