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 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.
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.
ECS FINANCIAL SERVICES (INDIA) PVT. LTD
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.
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
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
Perfect blend of customer satisfaction and technical expertise. Thanks Investwell for your continued efforts in bringing the latest in portfolio reporting for our clients.
Dilzer Consultants Private Limited
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.
Vyana Wealth Management Private Limited