InvestWell Helpdesk

Introduction :  Based on the requests received to create a user level with certain client access rights that do not fit in our current reporting hierarc...

Introduction Access permission settings in Investwell Mint allow brokers to manage user roles and their level of control over different features. This ensu...

Please create a dummy client called "Inactive Client" and merge these exited clients into that 1 client. We can't delete the client as his his...

This document explains the usage and process of creating users in Investwell Mint. Usage: On Investwell Mint you have the option to create sub-user...

Escalation matrix is shown on the left hand side below the client profile picture. It displays the advisor company hierarchy that is currently assigned to t...