InvestWell
Supercharge Your Financial Advisory.
InvestWell is Finance management solution that helps advisors track investments across mutual funds, equity shares, bonds, life insurance and more. Secure and automated Registrar file upload from our backend. Your data is backed up to a secure, offsite location every night, and always available wherever you are. Simple, Clean interface to get the job done. An Interface that’s not only pretty but also feels much faster to use.
2000
India
- Investment-management
- English
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Windows
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Mac
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Linux
Support
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Email
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Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Video Guides
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Blogs
Media
InvestWell Core Features
Focus of Stock Portfolio Management Feature
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
InvestWell Pricing
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
InvestWell Reviews
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