InvestWell Software is a mutual fund software built for distributors and IFA (independent financial advisor). This simple yet comprehensive solution eliminates manual data entry by directly uploading registrar mail back files. It also shows you a glance at your performance based on the latest NAV, dividends lookup, growth calculator and SIP calculator, and scheme comparison.
The software gives users a complete, 360-degree view of your customers with information on asset allocation by the scheme, current holding by folio, and all folios like bank details, nominee, mode of holding, and joint names. It simplifies various processes like a single-click solution for sending portfolios to clients and notifications for insurance premiums due, maturity, SIP.
Product Quality Score
Ease of use
Value for money
InvestWell Software features
Main features of InvestWell Software are:
Direct file upload
Brokerage commission report
Capital gain statement
Email and SMS
Management Information System (MIS)
InvestWell Software Benefits
Built for mutual fund advisors, InvestWell Software provides an easy-to-use yet robust solution for simplifying the complexities of finances. Here are some of its main benefits:
Maintaining your client portfolio
The InvestWell Software reviews we found on the web indicate how it streamlines client portfolio management by directly recording important information from a different register using a mail back service. You can calculate portfolio returns, monitor portfolio performance, and generate detail summary, detail report, and summary report.
Robust Management Information System (MIS)
Immediately right after using the software, it takes care of simplifying your processes so you can customize how you collect and utilize data for your organization. Some of its features include fund mobility analysis in a period, brokerage receivable computation, and AUM reports generation.
Optimize sales operations
InvestWell Software lets users build portfolio reports that are customizable and adaptable to various asset classes such as life insurance, mutual funds, listed bonds, and equity shares. According to InvestWell Software reviews, you can send your reports to investors through mailing or printing the PDF file.
In our InvestWell Software reviews the software has been distinguished with our: - Rising Star of 2018 Award - Rising Star of 2019 Award
Customer Support Types
InvestWell Software Integrations
The following InvestWell Software integrations are currently offered by the vendor:
NSE MF Online
BSE Star MF
InvestWell Software pricing is available in the following plans: