Accelerator

Simplify Onboarding from First Time Investor to Lifetime Client.
Investwell Software
Features

Focus on your practice and let Investwell Accelerator take care of
the tedious onboarding.

IW Fin-Mob-App

Onboard Faster


Convert website visitors to your investor in minutes with complete online onboarding and no physical paperwork.

IW Live-MF

Optimize for growth


Automate every step of Investor online profile creation (KYC, UCC, FATCA etc.). Reduce Customer Acquisition Cost.

IW Fin-Mob

Match your Brand


Customize the look and feel to integrate with you existing website and mobile app theme.

IW Fin-Mob

Invest Now


IFAs can build ready to invest Basket of schemes for New Investors or DIY (Do It Yourself) Model.

IW Fin-Mob-App

Plug & Play


Accelerator integrators with your existing IFA website and Mobile app to provide a seamless investing experience.

IW Live-MF

Get Notified


When a new Investor comes onboard, you get notified in real time for immediate human followup.

IW Fin-Mob

Remove friction


We have staggered data collection in Steps to keep the Investor signup process lightweight.

IW Fin-Mob

SIP Calculator


Goal based SIP Planning that provides easy investment options for Investors to get started.

How It Works

Investwell’s Accelerator easily integrates with your existing website and mobile apps.
New Investors can invest in out of the box model portfolios after
creating their Online Investing Profiles.

IW Fin-Mob

Risk Profile

IW Fin-Mob

Goal Selection

IW Fin-Mob

Calculate Required SIP

IW Fin-Mob

Recommended Portfolio

IW Fin-Mob

Purchase Cart

IW Fin-Mob

Register

Risk Profile

Define Risk Categories and add your custom description which explains the same to the investor.

Client will select one of the Risk Categories or take the Risk Assesment Questionaire. The Questionaire can also be customized by you.

Investwell Software

Goal Selection

Predefined goals will be available which user can choose. Each goal is linked to a Basket of schemes.

IW Fin-Mob

Retirement Planning

IW Fin-Mob

Child’s Marriage

IW Fin-Mob

Child’s Education

IW Fin-Mob

Child’s Education

IW Fin-Mob

Tax Planning

IW Fin-Mob

Wealth Creation

Investwell Software

Calculate Required SIP

Investing Monthly is the safest and most practical way to invest your income. This ensures regular saving

Investwell Software

Recommended Portfolio

The investor will see a pre-defined basket of recommended schemes to Invest in.

IW Fin-Mob

Admin shall Define Basket of Schemes for each Risk & Investment Horizon

IW Fin-Mob

Schemes with suggested Allocation will be shown to Investors based on the Risk chosen and Time Horizon required to meet the goals.

IW Fin-Mob

Existing users can log in, New Users can choose to open A New Account.

Investwell Software

Purchase Cart

Investor’s will be logged in to Purchase Cart to complete the first purchase.

They can do either Lumpsump or start an SIP.

IW Fin-Mob

The new Investor can edit the schemes, amount and execute the transaction by making the payment through the net banking.

IW Fin-Mob

Transaction execution is taken care by BSE.

Investwell Software

Register

Login ID and Password will be emailed to Investors with a copy to distributors.

IW Fin-Mob

If KYC is not done then email also contains the KYC form as an attachment.

IW Fin-Mob

User will log in with the credentials provided on the email.

Investwell Software
Ready to get started? Get in touch
Need any help?
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Phone: 0124-470-7474
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