Utilities for Advisors

Email Schedular for Portfolio reports
Email scheduler is available in the Advisor portal of Investwell Mint. You can use it send Portfolio reports to your clients in batch mode at a set frequenc...
Sat, 4 Jan, 2020 at 10:11 PM
Security Exposure report
Find out how much of your client's AUM is exposed to a particular share or bond. Or find how many schemes have bought a particular share or bond and i...
Sun, 24 Nov, 2019 at 7:50 PM