Key Features of Financial Planning Software

financial planning software - all asset classes

All Asset Classes

Record Investment in MF/ ULIPS/ FD/ Equity Shares & Insurance (both Life & General). Record of all Purchases and Redemptions.

financial planning software - data entry

No Data Entry

Direct Upload from Registrar mail back files. No entry required. Daily 2 minutes Auto Update for NAV, Dividends & New Schemes.

financial planning software - customer view

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.

financial planning software - easy to use

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 financial planning software


Brokerage Commission Report, Mobilization report, Capital Gain Statement. Portfolio valuation for Currently held schemes. Assets under Management by ARN, by Fund, by Client.

convenient investwell software


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 by investwell software

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.

MIS services by investwell software
financial planning investwell software sales tool

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
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