Key Features of Financial Planning Software
All Asset Classes
Record Investment in MF/ ULIPS/ FD/ Equity Shares & Insurance (both Life & General). Record of all Purchases and Redemptions.
No Data Entry
Direct Upload from Registrar mail back files. No entry required. Daily 2 minutes Auto Update for NAV, Dividends & New Schemes.
360° Customer View
Complete details of all Folios (Joint Names, Mode of Holding, Bank details, Nominee etc) Current Holding by folio. Asset Allocation by Scheme.
Easy to use
Provision for Family Group to see the performance at a glance. Scheme comparison, Growth Calculator, SIP Calculator, Latest NAV, Dividends lookup.
Advanced
Brokerage Commission Report, Mobilization report, Capital Gain Statement. Portfolio valuation for Currently held schemes. Assets under Management by ARN, by Fund, by Client.
Convenient
Alerts for SIP, Insurance Premiums Due, Maturity. Print Filled up Forms/ Send Emails & SMS. Provision for sending portfolio to various clients on a single click.
Portfolio Services
Investwell help you to maintain your clients portfolio by providing you an option for recording of all the relevant details directly through the mail back service from the different registrar.
Facilitates in calculating different portfolio returns.
Portfolio performance for a particular period.
Calculate short/long term gains for debt and equity schemes Cash Flow report.
Sector wise allocation and portfolio diversification.
Detail Report, Detail Summary and Summary report are generated by Group Leader or by Applicant.
Provisions for Current Holdings and Dividend Payout Reports.
Management Information System (MIS)
Customize how you collect and deploy key data across your organization. Gives you the information you need in a way that you can use it. Simplify your processes from day one.
Analyze fund mobilized in a period.
Generates AUM reports for funds, schemes, clients and relationship managers.
List of SIP Running / Maturing
Computing brokerage receivable from funds.
Marking facility for receivable and payables to help track outstanding commissions.
Sales Tools
Create highly customizable Portfolio reports for Investors and mail or print them as PDF from the comfort of your Office.
Track Brokerage commissions received by selling mutual funds and Reconcile against those given to you by various Asset Management companies.
Adaptable to ALL asset class (Mutual Funds, Equity Shares, Listed Bonds, Other Assets, Life Insurance and General Insurance).
Ensure SIPs are running always on time with SIP Mining.
Built in MF Performance Tally, Fact Sheets, Financial Calculators, Goal Planner and more.
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1001, 10th Floor
JMD Megapolis, Sector 48
Sohna Road, Gurgaon,
Haryana - 122018
0124-4707474 (10 lines)
CIN U72900HR2000PTC079800
GST 06AAACE8827E1ZR
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