Overview

About InvestWell

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.

At a glance

Software information

Industries served, licensing and the support InvestWell provides.

Industries

Investment-management

Licensing

Open Source
Quote Based

Support

Email
Phone
24x7 Support

Training

Webinar

Knowledge Base

Help Guides
Video Guides
Blogs

Languages (1)

English

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Capabilities

InvestWell features

The full feature set, grouped by module.

Stock Portfolio Management Software

Client Management
Data Warehousing
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Stock Alerts
Tax Management
Technical Analysis

Investment Management Software

Fund Management
Investment Tracking
Performance Metrics
Portfolio Management
Reporting
Risk Management

Plans

InvestWell pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Media

Screenshots & video

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