Wealth management software for advisors

One stop destination for all your Financial needs

Wealth management software

Rupee Wealth is a one stop destination which offers various financial products ranging from Life Insurance, Health Insurance, Loans, Gold bonds, ETF’s, NCD’s, Corporate FD’s, NPS and Mutual funds.

Across our clients it has more than 2 Million downloads and integrated client onboarding journey. With access like finger print and MPIN based login and intuitive screens, RS Wealth Platform has all the new age features required for any financial intermediary to launch a complete wealth platform.

Health Insurance

Health insurance integration with multiple product partners. Provide basic details to get quotes from various partners, compare, make payment and get the policy document.

Life Insurance

Comprehensive life insurance product integrated in the platform. Compare plans, book policy and track the policy.


Loan offering from various providers. Suggestion of Loans based on analytics. Request for home loans, personal loans, vehicle loans and loan against security from the app.

Corporate FD

Ready Integration with Corporate FD partners like Mahindra & Mahindra and Sriram Finance.

Financial Calculators

Calculate your EMI, Investments and Insurance required with our smart calculators.

Gold Bonds

Sovereign Gold Bonds are great options who love investing in gold and also earn a fixed interest at regular interval. App provides both NFO as well as secondary trading option.

Exchange Traded Fund

Passively invest into different indices, sectors and gold through various ETF’s offered on the platform.

Wealth management software solutions

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services and products