Software for Investment Advisors

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Now available on the Palm ! 

• Record Investments in Mutual Funds

• Actual Gain / Loss Statements bases on Redemptions

• Notional Gain/Loss Statement for Currently Held Units of all schemes

• Group Portfolio for Family 

• Direct email to Clients

• Average Cost Of Acquisition

• Schemewise allocation

• Objective wise allocation

• Assets under Management

• Latest NAV, Dividends, Schemes – Auto Update from Email / Internet

• Portfolios can be directly email to clients

• Comparisons between different schemes based on different customization

• Dividend Archive

• NAV Archive

• Automatic Dividends Reinvestments.

• Automatic Processing of Bonus Units.

• Business Monitoring

You need to spend about 15 minutes*  a day on updating the following data items.

Client Detail :  Detail of Clients, Family Group, Investor category, etc..

Purchases   :  Date, Scheme and Amount of the fresh Investments made by clients is to be entered. NAV and user defined Load (if any) is picked up from the database automatically.

Redemptions/Switch :  Date, Scheme and Amount or no. of units redeemed by client is to be entered. NAV is picked up from the database automatically.  Provision for automatic entry in case of Systematic Investment & Withdraw Plans

One Click download : for All latest NAV's, Dividends, New Schemes, Fund Fact sheets.  5 minutes job  

That's all. It could not be simpler !   No more working with multiple spreadsheets and linking etc.

Get ahead, Get Investwell on your side. Start reaping benefits. 

Click Here for an online tour of Investwell.

Requirements :

PC with Windows 98 or above, 128 MB RAM, 100 MB Disk space, CDRom & Internet connection.