Investwell
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What is Investwell?
Investwell Mint is a wealth management software for mutual fund distributors, IFAs, RIAs, and national distributors. Mint is a completely cloud-based solution that helps easily manage your clients, their AUM, and your business in a single place. It offers powerful tools for portfolio review, MF transaction execution, market research, and business analytics.
Investwell Starting Price
Our Awards and Recognition
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Key Features of Investwell
Here are the powerful features that make Investwell stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Portfolio Management
- Mutual Fund Tracking
- Goal Planning
- Client Reporting
- Tax Planning
- Financial Planning
- Sip Management
- Asset Allocation
- Risk Analysis
- Performance Analytics
- Transaction Management
- Document Management
- Client Onboarding
- Mobile App
- Alerts And Notifications
- Data Import/export
- Customizable Dashboards
- Compliance Management
- Fee Management
- Integration With Financial Institutions
Investwell Screenshots
Investwell Specifications
Get a closer look at the technical specifications and system requirements for Investwell. Find out if it's compatible with your operating system and other software.
Investwell Description
Here's the comprehensive description of Investwell. Gain a brief understanding of its unique features and exceptional benefits.
Key Features of InvestWell Mint
- Best in India Portfolio Review
- Capital Gain analysis
- Advisor CRM
- Advisor and Investor initiated transaction execution for all Mutual funds
- Goal Planner
- Brokerage Analysis
- Drive Engagement via email broadcasting
- Model Portfolio Analysis
- Scheme Compare & Factsheets
- Portfolio rebalancing tools
- SIP Book analysis
Investwell has been a pioneer in the mutual funds' advisory sector since 2000. Investwell crafts intuitive, comprehensive software solutions to cater to the varied requirements of financial advisors. At the core of its offerings is Mint, a cloud-based solution serving as a one-stop solution for mutual fund advisors & distributors. Additionally, one can avail bespoke solutions such as personalised websites and mobile applications (available on both iOS & Android), further enhancing the advisor-investor experience.
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Investwell FAQs
What are the top 5 features for Investwell?
The top 5 features for Investwell are:
- Fixed assets
- Balance Sheet
- Income Statements
- Portfolio Management
- Billing & Invoicing
What type of customer support is available from Investwell?
The available support which Investwell provides is:
- Phone
- Live support
- Tickets
- Training
What platforms does Investwell support?
Investwell supports a variety of platforms including Android and IOS.
What types of businesses does Investwell serve?
Investwell serves a wide range of businesses, including but not limited to Startups, SMBs & Enterprises.
How is Investwell commonly used?
Investwell is commonly used for various purposes, such as CRM, Financial CRM and more.
Who are the primary competitors of Investwell?
The three major competitors of Investwell are Investwell, FINUX and Online Nidhi Software. Compare and evaluate their features, advantages, disadvantages, and other aspects to find the best option for your business.
