Setup Menu

Processes that can be accomplished from inside Setup Menu

Merge Clients
To Demonstrate this I have gone ahead and created a few clients by the name of Suresh Kumar that I will and Merge and then Demerge. To Merge Clients go ...
Sat, 3 Jun, 2017 at 5:22 PM
I-MAIL / Auto Email Scheduler Configuration
I-Mail is InvestWell's own email scheduler that is used to send timely reports to Investors from their Broker's email id. After you have configure...
Thu, 1 Jun, 2017 at 1:12 PM
How to use ARN Master ?
If you want to add new ARN to your Investwell Software please follow these steps Open your Investwell Software Go to setup menu Click on ARN No ...
Fri, 7 Jul, 2017 at 12:49 PM
How to add sub broker in Investwell software
Go to Setup menu click on Sub Broker sub menu  After Clicking on Sub broker Sub menu Broker Register box will open  Now to Register Sub Brok...
Mon, 2 Oct, 2017 at 4:10 PM
Sub Broker Management
Management of Sub Broker To manage Sub Broker go to Setup Menu after that click on Sub Broker Management After Clicking on Sub broker Mana...
Sat, 22 Jul, 2017 at 5:11 PM
Manage Group in Investwell
To manage group in Investwell  Go to Setup menu Click on Manage Group After Clicking on manage group the box will appears  Here you have the ...
Mon, 28 Aug, 2017 at 10:00 AM