Enjoy Investwell on the go. Life happens outside the office. Take your Investor’s Portfolio wherever you go.
View Important Informationt
Pull out latest Portfolio details right on your phone. Stay up to date on key metrics with the Dashboard. Keep tabs on specific Mutual funds through the Watchlist.
Transact Online
Buy, Sell, Switch, SIP, STP, Redemption all on Investor's iPhone or Android smartphone
Auto RTA mailback import
Order files without lifting a finger. Import all Files from all Registrars.Printwell - Form printing application Brokerage Backoffice
View Important Information
Pull out latest Portfolio details right on your phone. Stay up to date on key metrics with the Dashboard. Keep tabs on specific Mutual funds through the Watchlist.
Transact Online
Buy, Sell, Switch, SIP, STP, Redemption all on Investor's iPhone or Android smartphone
Auto RTA mailback import
Order files without lifting a finger. Import all Files from all Registrars.Printwell - Form printing application Brokerage Backoffice
MOBILE APP
Enjoy Investwell on the go. Life happens outside the office. Take your Investor’s Portfolio wherever you go.
IMPLEMENTATION SERVICES
Onboard swiftly and smoothly. Work with an InvestWell expert who will help import your data, educate you on the platform, and arm you with the tools to be successful.
CUSTOMER SUCCESS
Ensure you get the most out of the InvestWell platform. Customers will work alongside a strategically-focused Customer Success Manager who will optimize your Investwell experience, drive business reviews, and help you meet your goals.
Frequently Asked Questions
How much does Investwell cost?
How much does Investwell cost?
The price depends on the requirements you have. Drop us a line, and we’ll get you a customized quote right away.
How do I learn how to use Investwell?
How do I learn how to use Investwell?
We pride ourselves on offering the most comprehensive, hands-on training, and virtual as well as live support in the business.
How long does it take to get up and running?
How long does it take to get up and running?
Most companies are using Investwell in their day to day work in 1 day. The exact time depends on the Plan that you choose and how quickly your team completes the onboarding checklist.
What training do you provide?
What training do you provide?
All customers have ongoing access to video-based training, how-to documents, and webinars.