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InvestWell was thoughtfully conceived to help you get organized like never before. Be it, working with minutes of the meeting or keeping a track of the action plan items. Be it, managing and assigning tasks to your team or reviewing a financial plan. We've got you covered.
No more wasting money on multiple software for financial planning, risk profiling, CRM or portfolio reporting. With InvestWell, you can also upload your manage all these plus provide a seamless online transaction platform to your clients.
With InvestWell you can give login access to your clients. They can view portfolio & goal tracking reports online, check out the financial plan & much more. Industry's most advanced online portal is all yours. Talk about the art of delighting!