Make Your Financial Advisory

Data Driven

Client Centric

Stand Out!

The first wealth management software that you’ll love.
And the last one you’ll ever need.

Features Designed for Your Success

Explore features designed to level up your financial advisory practice, crafted with insights from advisors & brokers like you.

CRM

Email Scheduling: Schedule emails with pre-built & customisable templates
Meeting Notes: Schedule emails with fixed & customizable templates
Reminder & Alerts: Set timely reminders for SIPs, birthdays, & key deadlines
Segmentation (Tags): Organize clients with tags for personalization & targeting
Risk profiling: Evaluate and document client’s risk levels for tailored planning

Portfolio Review

Portfolio Valuation & Summary: Detailed portfolio valuations & performance summaries with data grouping
Asset Allocation: Track & analyse asset distribution across products and categories
Portfolio Rebalancing: Forecast clients’ potential gains by adjusting & simulating fund allocations
Capital Gains Report: Track all realized and unrealized capital gains from investments
Goal Planner: Set, track, & map investments to financial goals

Online Transactions

Account creation: Create accounts and transact on BSE, NSE & MFU through Mint
DigiLocker based KYC: Check/Modify KYC status or initiate digital KYC
Mandate: Set up investment mandates for clients for easy purchase
Transfer holdings: Consolidate all your investments in one place for a clearer overview.
Referral: Sub brokers & clients can refer other clients creating virality
DFIM or Do It For Me: Sub-brokers and RMs can transact on clients’ behalf

Business Analytics

AUM Report: View detailed breakdowns by AMC, schemes, categories, RMs, and ARNs
SIP Data Mining: Track running, new, terminated or matured SIPs across all clients
Change of Broker In/Out Report: Access the list of transactions received through broker changes
Redemption Simulation: See potential gains from redeemed assets when compared to their current value
Cross-Sell Report: Identify opportunities for cross-selling products to under-served customers

Brokerage

Income Analysis: Income details & analysis with group by fund, scheme, client, RM, Sub broker, etc.
Sub Broker Payout: View sub-broker commissions and set rates accordingly
Reconciliation: Find the gap in receivable & received brokerage
Lost Brokerage: Find missing folios in brokerage & analyse low earnings by brokerage rates
Net Earnings: View net earnings after deducting payouts from commission
Brokerage auto-update: Brokerage is auto-updated every month & can be viewed month-wise

Tools

Top Schemes: Access top-performing schemes or analyse for specific ones
Task Manager: Manage and track tasks priority-wise across your advisory
Calculators: A plethora of calculators like SIP, STP, SWP, education, income tax, etc.
Portfolio X-Ray: Compare client portfolios with a Model Portfolio of your investor persona
Mutual Fund Forms: Download pre-filled forms with your details from various AMCs

9th Floor, JMD MEGAPOLIS, 907, Badshahpur Sohna Rd Hwy, Sector 48, Gurugram, Haryana 122018

CIN U72900HR2000PTC079800
GST 06AAACE8827E1ZR

Delhi NCR:

99718 88718 / 99718 88719

Gujarat:

+91 92057 77419

Uttar Pradesh & Bihar:

+91-99718 88719

West Bengal & Odisha:

+91-90739 66781

Email Us

sales@investwellonline.com

Maharashtra & Goa:

+91-87794 25884

Tamil Nadu & Kerala:

+91-93262 59006

MP & Chhattisgarh:

+91-85958 90382

Rest of India:

+91-99718 88716

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