Transaction Menu
To enter/edit Transactions in InvestWell go to Purchase option in the Transaction menu. To create a new transaction press the New button on the right. ...
Wed, 2 Aug, 2017 at 4:12 PM
InvestWell provides for Importing of Insurance Policy Data via EXCEL files. You may record the insurance policy details (Both Life and General) in the samp...
Fri, 21 Jul, 2017 at 11:43 PM
1.In Transaction go to PMS entry. 2.Select New and the Applicant Name and PMS name , Current Amount and save it. 3.When the list appear...
Mon, 10 Jul, 2017 at 9:55 AM
To check the Dividend history click on transaction menu then click on dividend history After clicking on dividend history the dividend box will...
Mon, 24 Jul, 2017 at 10:09 AM
How to check NAV History To check NAV history First go to Transaction Menu and then go to NAV History Sub menu After that NAV Edit box wil...
Sat, 22 Jul, 2017 at 5:32 PM