InvestWell

Accelerator

The Accelerator is a solution to automate the process of onboarding a fresh client. Any website visitor can start investing by choosing his risk profile, goal and create an online account.

Investwell Software
Investwell Portfolio
InvestWell

MY PORTFOLIO

Let your Investors transact on your Website using your ARN. Integrated with NSE and BSE Stock exchanges to pipe Mutual fund orders in Real time. Investors can view their Portfolio from wherever they are without your presence.

InvestWell

INVESTWELL SOFTWARE

Auto import CAMS, Karvy, Sundaram, Templeton mailback files and Create highly customizable reports adaptable to any asset class. Input Shares, Insurance and Fixed Deposits. View all your key business metrics in your own unique way.

Investwell Software
InvestWell

Financial Website

Partner with our Dedicated team of Developers to create your very own Website. Built in Financial Calculators and Fueled by latest Mutual Fund Data. Serves as a gateway to your Portfolio viewer.

InvestWell

Financial Mobile App

Android and iPhone apps served to your Investors at their fingertips. Give wings to your Mutual fund Distribution business by enabling your investors to view their portfolio and buy/sell Mutual funds on the go.

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Join 1000+ IFAs running on Investwell.

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