InvestWell Software Review

InvestWell Software OUR SCORE 81%
starting price INR 4,000
our score 81%
free trial
  1. What is InvestWell Software
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Awards Section
  6. Technical Specifications
  7. Available Integrations
  8. Customer Support
  9. Pricing Plans
  10. Other Popular Software Reviews

What is InvestWell Software?

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

Features
8.2
Ease of use
8.0
Customer support
8.1
Value for money
8.1
8.1
TOTAL SCORE

InvestWell Software features

Main features of InvestWell Software are:

  • Purchase records
  • Redemption records
  • Investment records
  • Direct file upload
  • Entry auto-update
  • Asset allocation
  • Growth calculator
  • Scheme comparison
  • SIP calculator
  • Brokerage commission report
  • Capital gain statement
  • Mobilization report
  • Alerts
  • Email and SMS
  • Portfolio services
  • Management Information System (MIS)
  • Sales tools

InvestWell Software Benefits

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.

Awards Section

Rising Star 2018 Award
Rising Star 2019 Award
In our InvestWell Software reviews the software has been distinguished with our:
- Rising Star of 2018 Award
- Rising Star of 2019 Award

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Customer Support Types

  • Phone
  • Online

InvestWell Software Integrations

The following InvestWell Software integrations are currently offered by the vendor:

  • NSE MF Online
  • Morning Star
  • BSE Star MF

Video

Customer Support

Phone
Online

Pricing Plans

InvestWell Software pricing is available in the following plans:

Free trial
CORE
INR 4,000/month
PRO
Contact vendor
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