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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.
- Investment-management
- English
Screenshot & Video
LICENSING & DEPLOYMENT
- Open Source
- Cloud Hosted
- Windows
- Mac
- Linux
SUPPORT
- Email
- Phone
- 24x7 Support
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
InvestWell Core Features
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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