ERP Sales & Support: +91 91194 31984
Direct Inquiry: help@apnaerp24.com
Professional Services & IT

ERP Software for Wealth Management & Advisory

Manage client portfolios, advisory fees and compliance records. ApnaERP brings every department of your wealth management & advisory business onto one cloud-powered platform with real-time visibility.

Book Free Demo Call Expert Now
Wealth Management & Advisory dashboard
Assets under advice
Fee collection
Review frequency
Live, role-based dashboards on web and mobile
Industry-specific modules

Key functional modules for Wealth Management & Advisory

Purpose-built features that handle the workflows unique to wealth management & advisory operations, on top of a complete ERP core.

Client profiles

Risk profiles and goals.

Portfolio records

Holdings by client.

Advisory fees

Fee calculation and invoicing.

Meeting notes

Client review records.

Compliance documentation

Agreements and disclosures.

Need something specific?

Every wealth management & advisory business is different. We configure forms, approvals and reports to match yours.

Discuss your process
Common challenges

Problems ApnaERP solves in professional services & IT

Businesses like yours usually come to us when spreadsheets and disconnected software start slowing growth.

  • Billable hours are logged late or not at all
  • Project budgets overrun without early warning
  • Invoices are raised late, slowing cash flow
  • Resource allocation is managed on spreadsheets
Measure what matters

KPIs you can track for Wealth Management & Advisory

Assets under adviceLive dashboard
Fee collectionLive dashboard
Review frequencyLive dashboard

Professional Services & IT capabilities included

Projects & tasksProject plans, milestones and task assignments.
TimesheetsDaily time entry with approvals and billable flags.
Billing & retainersTime-based, milestone and retainer invoicing.
Utilisation analyticsUtilisation, realisation and profitability reports.
Complete ERP core

Everything else your business needs, already included

Your wealth management & advisory modules sit on a full ERP foundation, so accounts, stock, purchase, sales and people are always in sync.

Accounting & GSTLedgers, GST returns data, TDS, and e-invoice and e-way bill integration via GSP.
Inventory & WarehouseMulti-location stock, batches, serials and reorder alerts.
Purchase & VendorsIndents, purchase orders, GRN and vendor payments.
Sales & CRMLeads, quotations, orders, invoices and collections.
HR & PayrollAttendance, leave, payroll and statutory deductions.
Reports & DashboardsReal-time MIS, drill-down reports and Excel export.
Mobile AppApprovals, reports and field operations on the go.
Role-Based SecurityUser rights, approval limits and a complete audit trail.
Implementation

Go live with confidence

A structured implementation designed around your wealth management & advisory team, not a one-size-fits-all rollout.

1

Requirement study

We map your processes, documents and reports with your team.

2

Configuration

Masters, workflows, approvals and formats set up for your business.

3

Data migration

Opening balances, items, customers and vendors imported and verified.

4

Training & go-live

Hands-on training for every department and go-live support.

FAQ

Questions about ApnaERP for Wealth Management & Advisory

Yes. ApnaERP for Wealth Management & Advisory includes client profiles, portfolio records and advisory fees, alongside core accounting, inventory, purchase, sales and payroll, all configured to your workflow.

Owners and managers can track assets under advice, fee collection and review frequency on live dashboards, together with sales, purchase, stock and receivables reports.

Yes. An optional client portal shows milestones, documents and invoices.

Yes. Recurring retainers, milestones and time-and-materials billing are all supported.

Get a free demo

See ApnaERP configured for wealth management & advisory. Our expert will call you back.

Please enter your name.
Please enter a valid mobile number.
Please enter a valid email.

Your details are safe with us and used only to contact you about ApnaERP.

Related solutions

More ERP solutions in Professional Services & IT

Software Development Agency ERPRun software projects with sprints, timesheets and client billing.
CA & Accounting Firm ERPManage clients, compliance deadlines, staff work and fee billing.
Legal Practice ERPManage matters, hearings, documents and fees for law firms.
Architectural Studio ERPManage design projects, drawing stages and fee milestones.
Advertising Agency ERPManage campaigns, media bookings, creative work and client billing.
Digital Marketing Agency ERPManage retainers, deliverables, ad spends and reporting for clients.
Consulting Firm ERPManage engagements, consultants, expenses and milestone billing.
Staffing & Recruitment Agency ERPManage requirements, candidates, placements and contract staff payroll.
IT Services & AMC ERPManage service calls, AMCs, assets and engineers for IT support businesses.
View all 20 professional services & IT solutions

Ready to modernise your wealth management & advisory business?

Get in touch with our ERP experts today for a personalised live walkthrough and custom pricing for your business.

Call +91 91194 31984 help@apnaerp24.com