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.