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Investwell

Sold by : InvestWell

What is Investwell?

Investwell is a cloud-based wealth management software designed for mutual fund distributors, IFAs, RIAs, and National distributors. It offers a centralized platform for seamless management of clients, their assets under management, and overall business operations. With powerful tools for portfolio evaluation, MF transaction handling, market analysis, and business intelligence, Investwell empowers financial management at a whole new level.

Key Features of Investwell

  • Portfolio Management
  • Mutual Fund Tracking
  • Goal Planning
  • Client Reporting
  • Tax Planning
  • Financial Planning
  • Sip Management
  • Asset Allocation
  • Risk Analysis
  • Performance Analytics
  • Transaction Management
  • Document Management
  • Client Onboarding
  • Mobile App
  • Alerts And Notifications
  • Data Import/export
  • Customizable Dashboards
  • Compliance Management
  • Fee Management
  • Integration With Financial Institutions
  • Asset Management
  • Dashboard
  • Client Portal
  • Annualised Return (xirr)
  • Email Marketing
  • Reporting/analytics
  • Goal Tracking
  • Analytics/roi Tracking
  • Financial CRM

Investwell Pricing

To receive a personalized quote

Specifications

Company Name icon
Company Name
InvestWell
Run On Mobile Browser icon
Run On Mobile Browser
Yes
Available Support icon
Available Support
Email,Phone,Live Support,Training,Tickets
Desktop Platforms icon
Desktop Platforms
Android,iOS,Investwell App
Languages Available icon
Languages Available
English

Investwell Description

InvestWell, the leading mutual funds advisory platform established in 2000, offers exceptional services to advisors and investors. Our state-of-the-art software, Mint, provides a comprehensive range of features such as portfolio review, capital gain analysis, advisor CRM, and goal planning. With Mint, you can easily execute mutual fund transactions, compare schemes, access factsheets, and analyze portfolios using tools like brokerage analysis, model portfolio analysis, and SIP book analysis. To further enhance client engagement, we also offer personalized websites and mobile applications for both iOS and Android. Count on InvestWell for intuitive and tailored solutions for all your mutual fund advisory needs.

Investwell FAQ's

The top 5 features of Investwell include:

  • Portfolio Management
  • Mutual Fund Tracking
  • Goal Planning
  • Client Reporting
  • Tax Planning

Investwell is compatible with multiple platforms, Android,iOS,Investwell App

Investwell supports a variety of platforms including: Email, Phone, Live Support, Training, Tickets.

Investwell serves a wide range of businesses including StartUps, SMBs, Enterprises.

The top three competitors of Investwell are Busy Accounting, Zoho Books and ProfitBooks. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Investwell is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of Investwell

Busy Accounting
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Zoho Books
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ProfitBooks
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TallyPrime
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Oracle NetSuite OpenAir
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GnuCash
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Invest Plus
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SAG Project Finance
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