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?

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?

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?

All customers have ongoing access to video-based training, how-to documents, and webinars.

Investwell Mint Pricing

Enterprise-grade features to build brand value

Comparison of Mint

Others

Financial Portfolio Reports

Portfolio Return CAGR Report
Portfolio Summary XIRR Report
Capital Gain Realised
Capital Gain Unrealised
Allocation Analysis
Transaction Statement
Portfolio Rebalancing
MoM/QoQ/YoY Returns
AMC’s SOA Real Time Fetch

CRM Capibilities

Email Scheduler
Portfolio Management
Birthday/ Anniversary Wishes
SIP/STP Due Reminders
Insurance Renewal, FD & FMP Maturity Alerts
Compliance Reports
Compliance Reports
Client Segmentation
Active/Inactive Client Management
Client Acquisition
Comparitive Analysis
Fund Selectors
Rolling Returns

Auto
Auto
Auto

Business Analytics

AUM Analysis
Purchase & Sales Analysis
SIP Growth Analysis
Cash Flow Analysis
Variance in Allocation
Redemption Simulation
Security Exposure

Goal Centric Reports

Goal Simulator
Goal-Wise Report
Goal Status Report

All Asset Classes

Mutual Fund - Own ARN/RIA Data
MF- Outside ARN/RIA Data
Shares & Bonds
Fixed Deposits
PMS & AIF
Insurance (Life & General)
Real Estate, Gold
All Bulk Uploads Available

Hierarchy Management

Customise Multiple Levels For org. Zone/Region/Branch
Number Of Relationship Managers
Number Of Sub Brokers
Number Of Investors

Unlimited
Unlimited
Unlimited

Mutual Funds Transaction

NSE / BSE & MFU
Client Wise Permission
Role Wise Permission
Investment Account Creation
SIP Mandate Creation
Order Status Tracking

MFU Not Available

Manage your Leads

Import Prospects
Close New clients
Create Model Portfolio Presentation
SIP Plan Presentation
Task Manager
Email Schedule Reports

Brokerage Management

Income Details
Find Low Earning Assets
FY Analysis
Sub Brokerage Payout Processing

Security

Bank Type - 256 Bit Encryption
IP Whitelisting
Google Sign in
Single Sign On
Custom domain