Supercharge
Your Financial Advisory
For IFAs, RIAs and Corporates
Supercharge
Secure and automated Registrar file upload from our backend. Your data is backed up to a secure, offsite location every night, and always available wherever you are.
Simple, Clean interface to get the job done. An Interface that’s not only pretty but also feels much faster to use.
We have automated processes that can handle big data for thousands of advisors. Leave data upload to us and enjoy seamless portfolio of all asset classes.
Win prospects over like never before with Family Goal Planning, Rolling Return Calculator, Top Schemes and many more Pre-sales tools.
Transact in existing Folio and Create new folios using seamless integration with NSE N MF, BSE Star MF and MFU Platform.
Group investor into Family accounts and Assign Relationship Managers and Sub-brokers. Clients have access to everything they need.
View Family portfolio and Capital Gain. XIRR and CAGR report. Present a complete Portfolio for your clients with a single click.
Send bulk Emails at a schedule with reports as attachments to specific groups of clients or prospects.
Transact in existing Folio and Create new folios using seamless integration with NSE N MF and BSE Star MF Platform
Group investor into Family accounts and Assign Relationship Managers and Sub-brokers. Clients have access to everything they need.
View Family portfolio and Capital Gain. XIRR and CAGR report. Present a complete Portfolio for your clients with a single click.
Send bulk Emails at a schedule with reports as attachments to specific groups of clients or prospects.
The right Technology Partner like Investwell can help you identify issues you hadn’t seen and solve problems you thought you had to live with. The best part of the relationship is that you can take advantage of advanced skills when and how you need them. I consider Investwell as bespoke tech expertise available whenever you need.
Amit Bivalkar
Sapient Wealth Advisors & Brokers Private Limited
Pune
I have known Sunil since I first hired him in 1995 for Fixed Income software in RR Financial. Since then our association with InvestWell has become stronger and stronger. They are creative and adaptable to new ideas without hesitation. Trustworthy, consistent, reliable and most competitive. Sometimes I feel that I could not have progressed without this support.
Mukesh Gupta
WC Securities Private Limited
New Delhi
We at PurplePond have been using Investwell Mutual Fund reporting Software since 2014. NSE API Integration, Online Portfolio Viewer and Mobile Application have helped us scale up our business. The reports, particularly the Capital Gains Statement and Unrealized Capital Gain Report are the most sought after reports by our clients.
S Saravanan
PurplePond Financial Services
Chennai
I have been using Investwell since 2007 and am happy to share the way Mr Jain & his team have evolved the software with the times. Investwell is a healthy combination of offline and online interface. It works without internet as the database resides on your system.
Abhenav Khettry
Vyana Wealth Management Private Limited
Kolkata
Investwell has make our life simpler. They constantly upgrade their system and service to meet the industry standard. With Investwell my Business and service excellence has taken to new heights, and their system supported very well with maximum automation. It leads to maximum customer satisfaction. All the best.
P Sathish Khumaar
Vardhana Financial Solutions Private Limited
Chennai
I have used Jain sahabs software since 2000 when technology was an alien word . It has helped us scale up our business from a handful of clients to a few thousand and serve them well . Jain saha.
Maj Ashish Chadha
Chadha Investment
New Delhi
I am been using this software since 12 years. I think it is the most complete software for a professional to manage all financial products at single place. I have the seen the developmental journey of this software.
Anil londhe
Finance Doctor
Nagpur
Ever since 2011,We have signed up with InvestWell, We are very happy of their services, year after year with continued improvement blended with latest technology that too with affordable cost. Even more so happy are our clients.
E. Chandrasekaran
ECS FINANCIAL SERVICES (INDIA) Private Limited
Hyderabad
0124-4707474 (10 lines)
+91-9971888718, 9971888719
