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0124-4707474
Knowledge base
Investwell Mint
Getting Started Guides
13
Merging Duplicate Clients
Creating Family of Clients
Demerge clients
Create a new Relationship Manager & Sub Broker user
Assign a Relationship Manager to your clients
View all 13
Portfolio Reports
3
Portfolio Valuation report
Comprehensive Portfolio report
Capital Gain reports
Utilities for Advisors
6
Upload CAS file from CAMS
Email Schedular for Portfolio reports
Download Statement of Account for a folio
Model Portfolio Review utility
Rolling return Calculator
View all 6
NSE/BSE/MFU Guides
11
Create new UCC using BSE Star MF Integration
Upload BSE UCC and Mandates of existing clients
Create a Mandate in BSE Mandate
Create IIN using NSEnMF integration
Upload CAN and Mandates of existing clients
View all 11
Business Analytics Reports
3
Security Exposure report
Variance in Allocation report
Brokerage Income Detail and Analysis
Compliance Reports
3
Aadhaar PAN Linking report
Folios without Nominee and missing Nominee Opt out flag
IIN, UCC Communication mismatch with Folio
Mint Training Webinars
1
Webinar 1 | Invest Online & Portfolio Valuation Report
Entry of different types of Assets
2
How to enter PPF in Mint
Add Fixed Deposits for Investors
Brokerage Reports
1
RM Incentive Module
Investwell Software
Investwell Demo
1
Full Demo of InvestWell Corporate Version
MIS Business Reports
2
How to use AUM Reports
Investor Data Mining
Setup Menu
6
Merge Clients
I-MAIL / Auto Email Scheduler Configuration
How to use ARN Master ?
How to add sub broker in Investwell software
Sub Broker Management
View all 6
Toolkit Menu
1
How to Create Financial Goals for Investors
Transaction Menu
5
Manual Entry Purchase
Insurance file upload
PMS for current entry.
Dividend History
NAV History
Backoffice
5
Brokerage MIS
Brokerage Reconciliation
Brokerage Demo
Payout Process | Sub-Brokerage process
Payout Rate Settings
Upload Menu
1
How to upload Folio Master Feed File
Reports
1
Portfolio Reports
Online Portfolio Viewer
Advisor Login - Using the Online Portfolio Viewer
6
Master Zone - Client Search
Master Zone - AUM Report
Master Zone - Portfolio Returns
Report Zone
Admin Zone
View all 6
Setup Portal for Investing online
5
Investing using NSE
NSE MF online integration
BSE StarMF Advisor Portal
BSE SIP types for Paperless Investing
BSE StarMF Investor Portal
Investor side
9
DashBoard and Allocation Report
How to do Online Sync from InvestWell ?
Portfolio Menu - Summary
Portfolio Menu - Returns
Holding Report
View all 9
General
FAQ
22
Capital Gain Report for FY 18-19
How to perform AUM Reconciliation?
How to Link Aadhaar with RTA?
GST Invoices for AMC
GST Invoice for Investor
View all 22
Getting started for new users
10
Investwell User Manual
TRANSACTION FILE
Schedule for CAMS data.
Schedule for Karvy data
Morning Star Integration
View all 10
Investwell Download Links
3
Downloads
Download Investwell Corporate - Version update
Download Investwell Gold - Version update
Troubleshooting Issues in InvestWell
7
RunTime Error :53
Object variable or With block variable not set (Abnormal Program Termination)
Not Valid Password (Version 6.4.2)
Cannot open database
Run time error
View all 7
Investwell Installation Guides
SQL Database setup
1
SQL Restore Database
InvestWell Corporate
0
Installation of Sql 2012
1
Installation of SQL software 2012
Installation of Investwell Gold version
0
Community forums
Showing recent updates
Start a new topic
Investwell Mint
What's New in Mint?
92
Mint Release Note 13-09-2024
Posted by
Rabab Sabuwala
,
9 days ago
Last Reply
by Rabab Sabuwala
9 days ago
Mint Release Note 30-08-2024
Posted by
Rabab Sabuwala
,
21 days ago
Last Reply
by Rabab Sabuwala
21 days ago
Mint Release Note 16-08-2024
Posted by
Rabab Sabuwala
,
about 1 month ago
Last Reply
by Rabab Sabuwala
about 1 month ago
See all 92 topics
Feature Requests
143
Regarding create template to send Capital Gain quarterly
Posted by
SUPPORT (VISTA WEALTH)
,
6 days ago
Last Reply
by SUPPORT (VISTA WEALTH)
6 days ago
Suggetion to client while redemption
Posted by
Suresh P Vithlani
,
9 days ago
Last Reply
by Suresh P Vithlani
9 days ago
New fund offer bifurcation and categorisation
Posted by
Suresh P Vithlani
,
10 days ago
Last Reply
by Suresh P Vithlani
10 days ago
See all 143 topics
New Feature Alert
1
Testing Alert.
Posted by
Rabab Sabuwala
,
about 1 month ago
Last Reply
by Rabab Sabuwala
about 1 month ago
InvestWell Corporate - SQL
What's new in InvestWell?
25
Version Update 29th April 2020
Posted by
Anuj Jain
,
over 4 years ago
Last Reply
by Anuj Jain
over 4 years ago
Version Update 18th June 2019
Posted by
Anuj Jain
,
over 5 years ago
Last Reply
by Anuj Jain
over 5 years ago
Version Update 30 April '19
Posted by
Anuj Jain
,
over 5 years ago
Last Reply
by Anuj Jain
over 5 years ago
See all 25 topics
Feature Request
45
Confusion with Gain and overall gain calculation in mobile app
Posted by
Vijaibabu
,
almost 1 year ago
Last Reply
by Anuj Jain
12 months ago
Financial Button option required in Transaction statement
Posted by
Lakshmigain Securities(P) Ltd
,
almost 4 years ago
Last Reply
by Lakshmigain Securities(P) Ltd
almost 4 years ago
CC or BC Client email to subbroker
Posted by
Dilip Patel
,
about 5 years ago
Last Reply
by Dilip Patel
about 5 years ago
See all 45 topics
Report Problems
5
SUB-TOTAL IN REALISED GAIN IN EXCEL
Posted by
CAPITAL SPROUT
,
over 3 years ago
Last Reply
by CAPITAL SPROUT
over 3 years ago
GRAND TOTAL IS NOT SHOWING IN ON SCREEN & PDF VIEW
Posted by
CAPITAL SPROUT
,
over 3 years ago
Last Reply
by CAPITAL SPROUT
over 3 years ago
File saved in the report name +client name
Posted by
Lakshmigain Securities(P) Ltd
,
almost 4 years ago
Last Reply
by Lakshmigain Securities(P) Ltd
almost 4 years ago
See all 5 topics
My-Portfolio
Feature Request
4
Need current KYC status report for all clients both RTAs
Posted by
Vijaibabu
,
6 months ago
Last Reply
by Vijaibabu
6 months ago
Dashboard Target/Goal Settings
Posted by
Jeyvenkatesh Rajagopal
,
about 2 years ago
Last Reply
by Jeyvenkatesh Rajagopal
about 2 years ago
SIP Details in mobile and portal
Posted by
WEALTH VEDA
,
almost 3 years ago
Last Reply
by WEALTH VEDA
almost 3 years ago
See all 4 topics
Announcement
0