Give new wings to your business with InvestWell
¤ PORTFOLIO SERVICES ¤ MIS ¤ SALES TOOLS
InvestWell helps you to maintain your clients' Portfolio in MF, Shares, Insurance, ULIPs FD, PO schemes and other asset classes. InvestWell is supported by strong data mining methods and generates numerous reports for management and control. InvestWell is powered with various tools and graphs to boost up your sales. It provides tools for analyzing schemes and sending of mass mails.
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Investwell is a software application for financial planners, investment advisors, brokers, agents and investors for tracking investments in various Mutual Funds in India.
 
It comes to you by Excel Net Solutions (P) Ltd.. We are in operations since 1992, with an objective of providing software solutions for Financial Service Companies. In the process of developing customized packages for clients such as  IL & FS Investsmart, SMC Global, Bonanza, Angel Broking etc., it became apparent that clients preferred ready to use software products with a facility to upgrade. The last few years have seen Excel Net building ready software applications for Mutual Fund and related products, on a Windows based front end. Investwell is a versatile and robust software solution which can help automate all the record keeping relating to your business. more »

 
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