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InvestWell Software Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.


Platform is available as both a SaaS solution and as an on-premise solution.

Customer Focus

Vendor works with small financial agencies.

Select Customers

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About InvestWell Software

InvestWell Software InvestWell is financial planning software for IFAs & RIAs, and works for both investors and distributors. The platform is built to manage all asset classes and records all investments in MF/ULIPS/FD/equity shares and insurance, both life and general, directly uploads data from registrar mail back files and requires no manual data entry, and provides 360 degree customer views that includes complete details of all folios including joint names, mode of holding, and bank details.

The software allows users to see performance at-a-glance including scheme comparisons, growth calculator, SIP calculator, latest NAV and dividends lookup, generates commission reports, mobilization reports, and capital gain statements, and allows users to send portfolios to clients through a single click. Additionally, the platform is equipped with a management information system that allows users to customize how they collect and deploy data across their organization, tools and graphs designed to help with sales processes, and allows users to print filled out forms as well as send filled out forms via email and SMS.

About the Company

InvestWell was founded in 2000 and is headquartered in Gurgaon, Haryana.


InvestWell Software Key Features

  • Portfolio management services
  • Manages multiple investors from one place
  • Online switching from one plan to another
  • Easy user-friendly interface
  • Records all purchases and redemption
  • Daily two minute auto update for NAV, dividends and new schemes


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