Organization Profile (Click here)
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Customer Grouping (Click here)
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Reports (Click here)
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WealthERP SetUp Check List![]() Login Credentials
![]() WealthERP Questionnaire
![]() Set Up Guide
Sign Up process With R&T
CAMS
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Karvy
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Franklin Templeton
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![]() Sundaram
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Requesting Mail Back from R&T
CAMS
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Karvy
Franklin Templeton
Sundaram
MF Files Upload in WealthERPARN Settings
![]() Reject Reasons
Folio/Profile UploadFolio Upload
![]() Folio Cleansing/Exception Handling
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![]() Folio Reconcile
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![]() Profile Reconcile
NOTE: Repeat the above process for each R&T and all the files Transaction UploadTransaction Upload/Cleansing
![]() Transaction Reconcile
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![]() Overall Upload ReconcileAUM Reconcile
![]() Other UploadsMF SIP Uploads
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![]() EQ Uploads
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Change Login Id / Password
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![]() WealthERP SettingsTheme
![]() Email/SMS Account
![]() ![]() Setup customer Category
![]() Associate Category
![]() Alert configuration
![]() Organization Profile
![]() User ManagementStaff User Management
![]() Customer User Management
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![]() Customer Grouping
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![]() Reports
MF Reports
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![]() Multi Asset Reports
![]() Equity Reports
![]() FP Reports
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