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InvestWell build the most powerful and reliable tools for Financial Advisors, Mutual Fund Distributors and Registered Investment Advisors in India.

Chapters:
Mailback Import 0:35
Common account Statement import 1:44
Manual Transaction Entry 2:15
Shares Import 2:50
Bonds/Fixed Deposit import 3:48
Other Assets import 4:10
Insurance import 5:17
Client Master 5:50
Goal Planning 7:30
Detailed Portfolio Report 9:15
Redemption Report 13:25
XIRR Report 13:50
Goal Wise report 15:00
Insurance report 17:20
Current holding report 17:50
Capital Gain report 18:25
Yearly XIRR Return 19:40
SIP & ELSS Planner 21:00
Redemption Simulator 21:50
Regular Vs Direct 23:05
Portfolio Batch mode 23:57
Transaction Slip 24:45
Cash Flow report 25:40
Compare SIP Procurement 26:42
SIP Mining report 27:07
Inactive Client Report 28:18
Alerts 29:00
Client Investment Progress 29:30
Mutual Fund tally 30:15
Top Schemes 31:25
Mass E-Mailing 33:15
Billing Investors 33:47
Billing AMCs 35:30
AUM Reports 36:10
AUM Reconciliation 38:40
Change of Broker report 41:30
Task Management 42:10
Folio Query 43:00