Modern Software Solution for Financial Advisors

Investwell Mint

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CRM

client management

Client Management

Unlimited client accounts can be created. Create Family login and share login over Whatsapp.

sub user management

Sub user Management

Unlimited Relationship Managers, Sub brokers creation and maintain your office hierarchy clearly.

goal planning

Goal Planning

Give reasons for Clients and Prospects to invest with by creating a Goal Plan report for them.

automatic alerts

Automatic Alerts

Insurance renewal, SIP instalment, Birthday wishes, FD maturity and FMP Maturity alert emails.

task manager

Task Manager

Create Client meeting notes and future tasks for your staff to do.

my documents

My Documents

Document vault for important documents like PAN, Aadhaar card, Policy documents etc.

email scheduler

Email Scheduler

Send any Portfolio report to all clients at a predefined schedule. Configure to send mails from your email id. Craft your custom email messages using our template editor.

Portfolio Reports

portfolio valuation

Portfolio Valuation

Summary of CAGR on current investments with allocations by various fund, category, holding, sectors. Define a standard format and save it for future use by clients.

portfolio XIRR

Portfolio with XIRR

Summary of realized and unrealized gains since inception or for a given period of time.

comprehensive portfolio

Comprehensive Portfolio

Customize a comprehensive portfolio report with sections as per requirement.

portfolio screener

Portfolio Screener

View all clients current portfolio and filter by vari-ous parameters to extract insights.

redemptions simulation

Redemptions Simulation

If you had not sold your investments, what would be the value today.

Business Analytics

AUM report

AUM Report

Analyze how has invested where in all possible combinations and Filters. Track how your AUM has grown between a period.

SIP mining

SIP Mining

Maintain and grow your SIP Book. Track ceased SIPs and SIPs ending Maturity date.

variance allocation

Variance in Allocation

Rebalancing report to see difference between cur-rent and target asset allocation defined.

security exposure

Security exposure

Find exposure of your clients’ folios to a particular Equity share or company. Prevent over exposure to undesirable companies.

Cashflow

Cashflow

Track Net investments across AMCs, Schemes and Clients for a given period.

Capital Gain

summary report

Summary Report

A quick snapshot of the taxable capital gain in Mutual funds and Shares portfolio. View the true picture of capital gain for scheme merger cases as well.

detailed report

Detailed Report

A comprehensive breakdown of the Taxable capital gain for each sell transaction done in a FY. Effect of indexation in Long Term Debt and Grandfathering in Long Term Equity.

unrealized gain

Unrealized Gain

It shows you the capital gain if you were to sell all your investments today. It is useful to plan a re-demption or a switch.

income tax report

Income Tax Report

Summary of Capital Gain with report headings same as required in Income tax filing form.

schedule

Schedule 112A

Required in the same format as Income tax filing Schedule 112A form for Long Term equity capital gains.

Invest Online

all exchanges

All exchanges

NSE, BSE & MFU are integrated for Online Profile creation and placing orders.

all transaction types

All transaction types

Purchase, SIP, Switch, Redemption.

bulk order

Bulk order

Find all clients invested in 1 particular scheme and place Switch, Redemption order in bulk for all of them.

transfer holdings

Transfer Holdings

Switch holdings from other broker, from Direct to Regular or vice-versa from our Advisor portal.

transact portfolio

Transact from portfolio

View XIRR across entire Portfolio and place additional purchase, redemption or switch orders with context.

Financial Planning Utilities

scheme compare

Scheme Compare

Choose schemes and create a report of hypothetical Lumpsum or SIP Investment on a backdated basis. Download Proposal report as a PDF.

calculators

Calculators

Give reasons for Clients and Prospects to invest with by creating a Goal Plan report for them.

model portfolio comparison

Model Portfolio Comparison

Create dummy portfolios and compare them with prospect’s portfolio to present a sales proposal to prospective investors.

forms

Forms

Download prefilled forms for any investor. View Samples.

top schemes

Top Schemes

VCompare all schemes on the basis of Trailing returns and ratios.

factsheets

Factsheets

View latest factsheets of all Mutual fund schemes and download them as PDF.

Integrations

CAS import

CAS Import

Import your clients investments under other ARNs, in Direct mode etc.

nse bse mfu

NSE, BSE, MFU

All Exchanges integrated for online transaction execution.

morning star

Morningstar AWS

Send all clients portfolios into Morningstar Advisor Workstation for detailed analysis over there.

cams

CAMS edge360

Download all AMCs Statement of Account from inside Investwell Mint in realtime. It takes 5 seconds for any SOA.

Customizability

save settings

Save Settings for Portfolio

Choose a default Set of Report options and Save them for all your clients. Summary, Detail, Allocation sections to be included etc.

permission online transaction

Permission for online transaction

Remove Redemption, Switch etc options in Clients, Sub broker login. Multiple configuration options available.

permission menu hide show

Permission for menu hide/show

Remove any report that you don’t want to showcase to your clients or Relationship Managers.

Misc

google sign in

Google sign in

No need for you and your clients to remember another User ID and Password.

risk profiling

Risk Profiling

Create your own Risk Profile Questionnaire or use our default one to categorize your investors into their correct Risk profile.

billing

Billing

Create and Send invoices to your investors for Fee collection or to AMCs for brokerage bills.

Brokerage

View brokerage income received across all Clients, Funds, Scheme, Category, Sub Broker/Associates, Relationship Managers. See Detailed Transactions to verify the Commission rate received View Month wise Brokerage and match with Credit received in Bank for reconciliation

Ready to get started? Get in touch
Need any help?
3rd Floor, Plot No. 28
Opposite Medanta Hospital
Institutional Area, Sector 32
Gurugram, Haryana - 122003
  0124-4707474 (10 lines)
  sales@investwellonline.com
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CIN U72900HR2000PTC079800
GST 06AAACE8827E1ZR
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