Contact vendor directly for pricing information.
Platform is available as both a SaaS solution and as an on-premise solution.
Vendor works with small financial agencies.
Contact vendor directly for case studies.
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.
InvestWell was founded in 2000 and is headquartered in Gurgaon, Haryana.