InvestWell Software
Wealth management software designed for financial advisors to streamline operations and enhance client services
About InvestWell Software
InvestWell Software provides comprehensive wealth management solutions tailored for mutual fund distributors, IFAs, and national distributors. With features like CRM, portfolio review, business analytics, and online transactions, it simplifies complex processes and offers actionable insights to grow your advisory business.
Pricing
Full pricing pageStandard
₹25,000 per year
Starting from ₹25,000/yr for AUM up to 25 Cr
- 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
- Client Segmentation
- Active/Inactive Client Management
- Client Acquisition
- Comparitive Analysis
- Fund Selectors
- Rolling Returns
- 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
- Mutual Funds Transaction
- NSE / BSE & MFU
- Client Wise Permission
- Role Wise Permission
- Investment Account Creation
- SIP Mandate Creation
- Order Status Tracking
- 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
FAQ
You can merge duplicate clients by following the steps outlined in the article 'Merging Duplicate Clients,' which was last updated on March 5, 2025.
The process for creating a new UCC using BSE Star MF Integration is detailed in the article modified on January 4, 2020.
Recent updates, including new features and bug fixes, are shared with the user community on the 'New Updates' page, last updated on August 30, 2024.
The steps for conducting Video KYC for new investors are explained in the article 'How to do Video KYC for New Investors,' updated on December 10, 2020.
Details about the October & November 2020 updates can be found in the article created on November 26, 2020.
The process for creating a family of clients is described in the article 'Creating Family of Clients,' last modified on March 28, 2025.
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Pricing summary
Starting from
₹25,000/yr for AUM up to 25 Cr
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