Investwell Pricing, Features & More 2025

What is Investwell?

Investwell Mint is a wealth management software catered specifically for mutual fund distributors, IFAs, RIAs, and National distributors. It operates entirely on the cloud, providing a centralized platform to efficiently handle Clients, their AUM and overall business operations. With robust features for Portfolio evaluation, MF Transaction management, Market insights, and Business intelligence, Investwell Mint elevates financial management to the next level.

Investwell Pricing

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Company Details

Company Name : InvestWell

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Key Features of Investwell

Portfolio Management
Mutual Fund Tracking
Goal Planning
Client Reporting
Tax Planning
Financial Planning
Sip Management
Asset Allocation
Risk Analysis
Performance Analytics
Transaction Management
Document Management
Client Onboarding
Mobile App
Alerts And Notifications
Data Import/export
Customizable Dashboards
Compliance Management
Fee Management
Integration With Financial Institutions
Asset Management
Dashboard
Client Portal
Annualised Return (xirr)
Email Marketing
Reporting/analytics
Goal Tracking
Analytics/roi Tracking
Financial CRM

Specifications

Run On Mobile Browser : Yes

Available Support : Email,Phone,Live Support,Training,Tickets

Desktop Platforms : Android,iOS,Investwell App

Languages Available : English

Description

InvestWell is a leading mutual funds advisory platform that has been providing exceptional services since 2000. Our state-of-the-art software, Mint, offers a comprehensive range of features including portfolio review, capital gain analysis, advisor CRM, and goal planning. With our platform, advisors and investors can easily execute mutual fund transactions, compare schemes, access factsheets, and analyze their portfolios through tools like brokerage analysis, model portfolio analysis, and SIP book analysis. We also offer personalized websites and mobile applications for both iOS and Android, allowing advisors to enhance their engagement with clients. Trust InvestWell to provide intuitive and tailored solutions for all your mutual fund advisory needs.

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Investwell FAQ's

What are the top 5 features of Investwell?

The top 5 features of Investwell include:

Portfolio Management
Mutual Fund Tracking
Goal Planning
Client Reporting
Tax Planning

Which platforms does Investwell support?

Investwell is compatible with multiple platforms, Android,iOS,Investwell App

What type of customer support does Investwell offer?

Investwell supports a variety of platforms including: Email, Phone, Live Support, Training, Tickets.

What types of businesses does Investwell serve?

Investwell serves a wide range of businesses including StartUps, SMBs, Enterprises.

Who are the primary competitors of Investwell?

The top three competitors of Investwell are Busy Accounting, Zoho Books and ProfitBooks. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

What languages does the Investwell support?

Investwell is available exclusively in English, providing a streamlined experience for English-speaking users.

Investwell

What is Investwell?

Investwell Pricing

Company Details

Key Features of Investwell

Specifications

Description

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