Getting started for new users

If you have just signup up for InvestWell use this guide to setup all the data feeds from CAMS, Karvy, Templeton and Sundaram.

Investwell User Manual
PFA User manual
Wed, 12 Oct, 2016 at 12:45 PM
Schedule for CAMS data.
CAMS is a registrar that provides Mutual Funds data to distributors. They have the following file formats in which they send investment related data: WBR...
Mon, 17 Jul, 2017 at 10:55 AM
Schedule for Karvy data
Karvy is a registrar that provides Mutual Funds data to distributors. They have the following file formats in which they send investment related data: ...
Mon, 17 Jul, 2017 at 5:36 PM
Morning Star Integration
Investwell has an add-on module for Morning Star. To get this enabled please contact Morning Star and ask them to enable this. They will send us an intimati...
Thu, 31 May, 2018 at 6:47 PM
Activity Log
You can use this to create Tasks for your team to follow up. You can find it in the top menu bar of Investwell. Step 1 - How to create a Task Se...
Wed, 22 Nov, 2017 at 3:31 PM
SMS Service Guide
Investwell has the ability to push 3 types of SMS messages to a SMS vendor of your choice.  General SMS Transaction SMS Returns SMS In the Client M...
Wed, 28 Feb, 2018 at 11:08 AM
My-Portfolio Setup
Please find here the procedure to synchronize data for your selected clients to the Online Portfolio Viewer. - Go on Setup >> Manage Clients ...
Fri, 30 Nov, 2018 at 3:34 PM
Karvy MFSD-201 File Customization
To upload the Karvy MFSD-201 Transaction file, you have to make some customizations in the File structure. Please go to Karvy website and Login to Distribut...
Mon, 9 Apr, 2018 at 11:20 AM
Update RTA Settings - Add new Karvy email address
Karvy has made a change in the email address that they use to send you the mailback files. If the transactions from Karvy are not being uploaded (as of 04/1...
Tue, 4 Dec, 2018 at 12:15 PM