Utilities for Advisors
Overview A Consolidated Account Statement (CAS) provides a complete view of an investor’s mutual fund holdings across different AMCs. Importing CAS into In...
Tue, 1 Apr, 2025 at 1:37 PM
Email scheduler is available in the Advisor portal of Investwell Mint. You can use it send Portfolio reports to your clients in batch mode at a set frequenc...
Thu, 26 Aug, 2021 at 3:16 PM
Overview Having folios scattered across AMCs or relying on spreadsheets can make it difficult to track investments, verify holdings, or address client quer...
Fri, 13 Jun, 2025 at 4:58 PM
This utility is provided to help you get a comprehensive analysis of a client or prospect's current holdings analysis so that a recommendation can be ma...
Mon, 17 Feb, 2020 at 10:27 AM
When we sit down to find a new scheme to invest in, we seldom find ourselves searching for the best schemes across different trailing year returns. The sche...
Mon, 17 Feb, 2020 at 10:35 AM
What is Portfolio Correlation? Portfolio correlation is a measure of how different assets move in relation to each other. In simple words, portfolio correl...
Fri, 21 Mar, 2025 at 11:55 AM
Overview We’ve integrated AiSensy with Investwell Mint, enabling you to create and broadcast WhatsApp campaigns directly through the WhatsApp Campaigns mod...
Wed, 28 May, 2025 at 3:13 PM