InvestWell Financial Planning Software for IFAs & RIAs is one of most reliable cost effective tool. This Mutual Fund Software works for both Investors and Distributors.

Mutual Fund Software is used by Mutual Fund Distributors to provide value added services to their investors. A good software must have strong Portfolio tracking capabilities, robust CRM and reliable data accuracy.

InvestWell has been at the forefront of the Mutual Fund industry in providing solutions to Mutual Fund Distributors since the last 18+ years. They have Cloud as well On-Premise solution for Portfolio Management of all assets for your Investors.

Let Technology manage money.

A complete Business process and solution on the WEB.

Portfolio reports on the web and easily accessibility through web or mobile for the clients.

For Advisors/Distributers to manage MIS and Brokerage management.

Web based solution for Individual Financial Advisors to track portfolio and various reports for their clients (Investors ) by a precious presence on the web status. Current Portfolio overview.

Shall be provide online access to their clients to generate various reports. Generate Daily / Weekly / Monthly basis report.

Cost saving-ruling out to update hardware machine and license cost.

Automatically notifies for next SIP date.

Investors can login and view their past transactions from any Apple or Android device or on Web

Secure SSL connection to keep date safely

The Accelerator is a solution to automate the process of onboarding a fresh client.

Key Features



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