InvestWell Helpdesk

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